Turtle Creek Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Turtle Creek Wealth 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	$1.52M	Hold	3,983	–	–	0.08%	136
2026 Q2	$1.47M	Hold	3,983	–	–	0.08%	137
2026 Q1	$1.71M	Buy	3,983 +1,751	+78%	+$784K	0.13%	109
2025 Q4	$885K	Sell	2,232 -1,085	-33%	-$414K	0.07%	167
2025 Q3	$1.18M	Buy	3,317 +2,000	+152%	+$637K	0.11%	120
2025 Q2	$401K	Buy	+1,317	New	+$399K	0.05%	190
2024 Q1	–	Sell	-232	Closed	-$44.4K	–	445
2023 Q4	$44.4K	Buy	+232	New	+$42.5K	0.01%	279

Other funds holding GLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Turtle Creek Wealth Advisors's GLD Position: Q3 2026 in Review

Turtle Creek Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 3,983 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #136.

Turtle Creek Wealth Advisors first reported a position in GLD in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.71M in Q1 2026. 2,735 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Turtle Creek Wealth Advisors held 3,983 shares of SPDR Gold Trust worth $1.52M as of Q3 2026.
Turtle Creek Wealth Advisors left its SPDR Gold Trust share count unchanged in Q3 2026.
SPDR Gold Trust made up 0.08% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #136 holding.
Turtle Creek Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 7 quarters since.
Turtle Creek Wealth Advisors's SPDR Gold Trust position peaked at $1.71M in Q1 2026.
2,735 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.