Tanager Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Tanager Wealth Management’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	$404K	Sell	1,061 -88	-8%	-$34.4K	0.03%	108
2026 Q2	$423K	Buy	1,149 +20	+2%	+$8.28K	0.04%	104
2026 Q1	$486K	Buy	1,129 +199	+21%	+$89.1K	0.05%	85
2025 Q4	$369K	Buy	930 +1	+0.1%	+$382	0.04%	96
2025 Q3	$330K	Sell	929 -756	-45%	-$241K	0.03%	97
2025 Q2	$514K	Sell	1,685 -117	-6%	-$35.4K	0.06%	74
2025 Q1	$519K	Buy	1,802 +815	+83%	+$216K	0.07%	64
2024 Q4	$239K	Buy	987 +163	+20%	+$40.1K	0.03%	105
2024 Q3	$200K	Buy	+824	New	+$189K	0.03%	109

Other funds holding GLD

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Tanager Wealth Management's GLD Position: Q3 2026 in Review

Tanager Wealth Management reduced its SPDR Gold Trust (GLD) stake by 7.7% in Q3 2026, selling an estimated $34.4K and leaving 1,061 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #108.

Tanager Wealth Management first reported a position in GLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $519K in Q1 2025. 1,828 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Tanager Wealth Management held 1,061 shares of SPDR Gold Trust worth $404K as of Q3 2026.
Tanager Wealth Management sold 88 SPDR Gold Trust shares in Q3 2026, an estimated $34.4K.
SPDR Gold Trust made up 0.03% of Tanager Wealth Management's portfolio in Q3 2026, its #108 holding.
Tanager Wealth Management first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 9 quarters since.
Tanager Wealth Management's SPDR Gold Trust position peaked at $519K in Q1 2025.
1,828 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.