Unique Wealth Strategies
GLD icon

Unique Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History

Unique Wealth Strategies’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 		$431K Hold
1,170
– – 0.16% 164
2026
Q2 		$431K Buy
1,170
+55
+5% +$22.8K 0.16% 165
2026
Q1 		$480K Buy
1,115
+38
+4% +$17K 0.19% 159
2025
Q4 		$427K Buy
+1,077
New +$411K 0.17% 165

Other funds holding GLD

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 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

Unique Wealth Strategies's GLD Position: Q3 2026 in Review

Unique Wealth Strategies held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 1,170 shares worth $431K. The position accounts for 0.16% of the portfolio, ranked #164.

Unique Wealth Strategies first reported a position in GLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $480K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Unique Wealth Strategies held 1,170 shares of SPDR Gold Trust worth $431K as of Q3 2026.
  • Unique Wealth Strategies left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.16% of Unique Wealth Strategies's portfolio in Q3 2026, its #164 holding.
  • Unique Wealth Strategies first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Unique Wealth Strategies's SPDR Gold Trust position peaked at $480K in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.