TLWM Financial
GLD icon

TLWM Financial’s SPDR Gold Trust GLD Stock Holding History

TLWM Financial’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 		$423K Hold
1,112
– – 0.07% 66
2026
Q2 		$410K Hold
1,112
– – 0.07% 63
2026
Q1 		$478K Buy
1,112
+62
+6% +$27.8K 0.09% 61
2025
Q4 		$416K Buy
1,050
+17
+2% +$6.49K 0.08% 64
2025
Q3 		$367K Buy
1,033
+284
+38% +$90.5K 0.07% 69
2025
Q2 		$228K Buy
749
+32
+4% +$9.7K 0.04% 70
2025
Q1 		$207K Buy
+717
New +$190K 0.04% 74

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

TLWM Financial's GLD Position: Q3 2026 in Review

TLWM Financial held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 1,112 shares worth $423K. The position accounts for 0.07% of the portfolio, ranked #66.

TLWM Financial first reported a position in GLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $478K in Q1 2026. 2,299 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • TLWM Financial held 1,112 shares of SPDR Gold Trust worth $423K as of Q3 2026.
  • TLWM Financial left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.07% of TLWM Financial's portfolio in Q3 2026, its #66 holding.
  • TLWM Financial first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 7 quarters since.
  • TLWM Financial's SPDR Gold Trust position peaked at $478K in Q1 2026.
  • 2,299 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on TLWM Financial's 13F filing for Q3 2026, filed 9 Oct 2026.