TradeWell Securities
GLD icon

TradeWell Securities’s SPDR Gold Trust GLD Stock Holding History

TradeWell Securities’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 		$265K Sell
695
-17
-2% -$6.65K 0.09% 47
2026
Q2 		$262K Buy
712
+27
+4% +$11.2K 0.09% 49
2026
Q1 		$295K Buy
685
+98
+17% +$43.9K 0.12% 43
2025
Q4 		$233K Buy
+587
New +$224K 0.09% 43

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WealthNavi Inc
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AL
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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

TradeWell Securities's GLD Position: Q3 2026 in Review

TradeWell Securities reduced its SPDR Gold Trust (GLD) stake by 2.4% in Q3 2026, selling an estimated $6.65K and leaving 695 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #47.

TradeWell Securities first reported a position in GLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $295K in Q1 2026. 1,455 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • TradeWell Securities held 695 shares of SPDR Gold Trust worth $265K as of Q3 2026.
  • TradeWell Securities sold 17 SPDR Gold Trust shares in Q3 2026, an estimated $6.65K.
  • SPDR Gold Trust made up 0.09% of TradeWell Securities's portfolio in Q3 2026, its #47 holding.
  • TradeWell Securities first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • TradeWell Securities's SPDR Gold Trust position peaked at $295K in Q1 2026.
  • 1,455 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.