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Toth Financial Advisory’s SPDR Gold Trust GLD Stock Holding History

Toth Financial Advisory’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 		$389K Buy
1,021
+660
+183% +$258K 0.04% 190
2026
Q2 		$133K Buy
361
+75
+26% +$31.1K 0.01% 268
2026
Q1 		$123K Hold
286
– – 0.01% 259
2025
Q4 		$113K Hold
286
– – 0.01% 252
2025
Q3 		$102K Hold
286
– – 0.01% 264
2025
Q2 		$87.2K Hold
286
– – 0.01% 255
2025
Q1 		$82.4K Buy
286
+29
+11% +$7.67K 0.01% 253
2024
Q4 		$62.2K Hold
257
– – 0.01% 275
2024
Q3 		$62.5K Sell
257
-25
-9% -$5.72K 0.01% 272
2024
Q2 		$60.6K Hold
282
– – 0.01% 273
2024
Q1 		$58K Hold
282
– – 0.01% 274
2023
Q4 		$53.9K Buy
282
+100
+55% +$18.3K 0.01% 287
2023
Q3 		$31.2K Sell
182
-35
-16% -$6.26K ﹤0.01% 315
2023
Q2 		$38.7K Buy
217
+35
+19% +$6.43K 0.01% 302
2023
Q1 		$33.3K Hold
182
– – 0.01% 322
2022
Q4 		$30.9K Hold
182
– – 0.01% 336
2022
Q3 		$28K Hold
182
– – 0.01% 342
2022
Q2 		$31K Hold
182
– – 0.01% 327
2022
Q1 		$33K Sell
182
-35
-16% -$6.14K ﹤0.01% 326
2021
Q4 		$37K Buy
217
+60
+38% +$10.1K 0.01% 318
2021
Q3 		$26K Hold
157
– – ﹤0.01% 365
2021
Q2 		$26K Hold
157
– – ﹤0.01% 344
2021
Q1 		$25K Buy
157
+35
+29% +$5.88K ﹤0.01% 356
2020
Q4 		$22K Sell
122
-3
-2% -$528 ﹤0.01% 329
2020
Q3 		$22K Buy
125
+45
+56% +$8.09K ﹤0.01% 302
2020
Q2 		$13K Sell
80
-13
-14% -$2.1K ﹤0.01% 326
2020
Q1 		$14K Hold
93
– – ﹤0.01% 249
2019
Q4 		$13K Hold
93
– – ﹤0.01% 283
2019
Q3 		$13K Buy
93
+65
+232% +$9.04K ﹤0.01% 300
2019
Q2 		$4K Hold
28
– – ﹤0.01% 382
2019
Q1 		$3K Hold
28
– – ﹤0.01% 369
2018
Q4 		$3K Buy
28
+25
+833% +$2.9K ﹤0.01% 360
2018
Q3 		$0 Sell
3
-42
-93% -$4.82K ﹤0.01% 441
2018
Q2 		$5K Buy
45
+42
+1,400% +$5.2K ﹤0.01% 354
2018
Q1 		$0 Hold
3
– – ﹤0.01% 439
2017
Q4 		$0 Buy
+3
New +$364 ﹤0.01% 435

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Toth Financial Advisory's GLD Position: Q3 2026 in Review

Toth Financial Advisory increased its SPDR Gold Trust (GLD) stake by 183% in Q3 2026, buying an estimated $258K and bringing the position to 1,021 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #190.

Toth Financial Advisory first reported a position in GLD in Q4 2017 and has held it in 36 quarters since. 154 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Toth Financial Advisory held 1,021 shares of SPDR Gold Trust worth $389K as of Q3 2026.
  • Toth Financial Advisory bought 660 SPDR Gold Trust shares in Q3 2026, an estimated $258K.
  • SPDR Gold Trust made up 0.04% of Toth Financial Advisory's portfolio in Q3 2026, its #190 holding.
  • Toth Financial Advisory first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 36 quarters since.
  • 154 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.