SWMG LLC’s SPDR Gold Trust GLD Stock Holding History

SWMG LLC’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$238K	Buy	+644	New	+$252K	0.05%	109

Other funds holding GLD

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

SWMG LLC's GLD Position: Q3 2026 in Review

SWMG LLC opened a new position in SPDR Gold Trust (GLD) in Q3 2026: 644 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings.

1,432 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

SWMG LLC held 644 shares of SPDR Gold Trust worth $238K as of Q3 2026.
SPDR Gold Trust was a new SWMG LLC position in Q3 2026.
SPDR Gold Trust made up 0.05% of SWMG LLC's portfolio in Q3 2026, its #109 holding.
1,432 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.