Teamwork Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Teamwork Financial Advisors’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	$630K	Buy	1,655 +228	+16%	+$89.2K	0.07%	100
2026 Q2	$526K	Buy	1,427 +128	+10%	+$53K	0.05%	125
2026 Q1	$559K	Buy	1,299 +383	+42%	+$172K	0.06%	127
2025 Q4	$363K	Sell	916 -280	-23%	-$107K	0.04%	160
2025 Q3	$425K	Sell	1,196 -49,135	-98%	-$15.7M	0.04%	148
2025 Q2	$15.3M	Sell	50,331 -17,113	-25%	-$5.18M	1.78%	21
2025 Q1	$19.4M	Buy	+67,444	New	+$17.8M	2.59%	10
2023 Q4	–	Sell	-2,360	Closed	-$405K	–	197
2023 Q3	$405K	Buy	2,360 +1,063	+82%	+$190K	0.07%	140
2023 Q2	$231K	Buy	+1,297	New	+$238K	0.04%	179
2021 Q1	–	Sell	-1,259	Closed	-$225K	–	236
2020 Q4	$225K	Sell	1,259 -1,654	-57%	-$291K	0.05%	189
2020 Q3	$516K	Buy	+2,913	New	+$523K	0.16%	116

Other funds holding GLD

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Teamwork Financial Advisors's GLD Position: Q3 2026 in Review

Teamwork Financial Advisors increased its SPDR Gold Trust (GLD) stake by 16% in Q3 2026, buying an estimated $89.2K and bringing the position to 1,655 shares worth $630K. The position accounts for 0.07% of the portfolio, ranked #100.

Teamwork Financial Advisors first reported a position in GLD in Q3 2020 and has held it in 11 quarters since. The position peaked at $19.4M in Q1 2025. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Teamwork Financial Advisors held 1,655 shares of SPDR Gold Trust worth $630K as of Q3 2026.
Teamwork Financial Advisors bought 228 SPDR Gold Trust shares in Q3 2026, an estimated $89.2K.
SPDR Gold Trust made up 0.07% of Teamwork Financial Advisors's portfolio in Q3 2026, its #100 holding.
Teamwork Financial Advisors first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 11 quarters since.
Teamwork Financial Advisors's SPDR Gold Trust position peaked at $19.4M in Q1 2025.
1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.