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TrueWealth Advisors’s SPDR Gold Trust GLD Stock Holding History

TrueWealth 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 		$393K Hold
1,033
– – 0.09% 174
2026
Q2 		$381K Hold
1,033
– – 0.09% 172
2026
Q1 		$444K Sell
1,033
-173
-14% -$77.5K 0.11% 153
2025
Q4 		$478K Buy
1,206
+107
+10% +$40.9K 0.12% 138
2025
Q3 		$391K Buy
1,099
+97
+10% +$30.9K 0.11% 154
2025
Q2 		$305K Buy
1,002
+17
+2% +$5.15K 0.09% 167
2025
Q1 		$284K Hold
985
– – 0.09% 167
2024
Q4 		$238K Sell
985
-3
-0.3% -$737 0.08% 198
2024
Q3 		$240K Sell
988
-106
-10% -$24.3K 0.08% 194
2024
Q2 		$235K Sell
1,094
-31
-3% -$6.7K 0.09% 201
2024
Q1 		$231K Buy
+1,125
New +$216K 0.09% 188
2022
Q3 		– Sell
-1,498
Closed -$252K – 170
2022
Q2 		$252K Buy
+1,498
New +$262K 0.12% 135
2021
Q2 		– Sell
-2,023
Closed -$337K – 133
2021
Q1 		$337K Buy
+2,023
New +$340K 0.22% 82

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
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

TrueWealth Advisors's GLD Position: Q3 2026 in Review

TrueWealth Advisors held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 1,033 shares worth $393K. The position accounts for 0.09% of the portfolio, ranked #174.

TrueWealth Advisors first reported a position in GLD in Q1 2021 and has held it in 13 quarters since. The position peaked at $478K in Q4 2025. 1,518 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • TrueWealth Advisors held 1,033 shares of SPDR Gold Trust worth $393K as of Q3 2026.
  • TrueWealth Advisors left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.09% of TrueWealth Advisors's portfolio in Q3 2026, its #174 holding.
  • TrueWealth Advisors first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 13 quarters since.
  • TrueWealth Advisors's SPDR Gold Trust position peaked at $478K in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.