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Upper Left Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Upper Left Wealth Management’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 		$1.34M Buy
3,516
+244
+7% +$95.4K 0.69% 29
2026
Q2 		$1.21M Sell
3,272
-27
-0.8% -$11.2K 0.67% 37
2026
Q1 		$1.42M Sell
3,299
-828
-20% -$371K 0.84% 29
2025
Q4 		$1.64M Sell
4,127
-486
-11% -$186K 1% 29
2025
Q3 		$1.64M Sell
4,613
-159
-3% -$50.7K 1.03% 30
2025
Q2 		$1.45M Sell
4,772
-776
-14% -$235K 0.97% 30
2025
Q1 		$1.6M Sell
5,548
-291
-5% -$77K 1.15% 28
2024
Q4 		$1.41M Sell
5,839
-132
-2% -$32.4K 1.21% 28
2024
Q3 		$1.38M Sell
5,971
-55
-0.9% -$12.6K 1.21% 28
2024
Q2 		$1.3M Buy
6,026
+847
+16% +$183K 1.17% 26
2024
Q1 		$1.07M Sell
5,179
-115
-2% -$22.1K 0.99% 30
2023
Q4 		$1.01M Sell
5,294
-449
-8% -$82.3K 0.99% 29
2023
Q3 		$985K Sell
5,743
-303
-5% -$54.2K 1.02% 26
2023
Q2 		$1.08M Sell
6,046
-283
-4% -$52K 1.2% 27
2023
Q1 		$1.16M Sell
6,329
-962
-13% -$169K 1.32% 23
2022
Q4 		$1.24M Sell
7,291
-913
-11% -$147K 1.46% 24
2022
Q3 		$1.29M Sell
8,204
-2,355
-22% -$379K 1.68% 21
2022
Q2 		$1.78M Sell
10,559
-214
-2% -$37.4K 2.06% 19
2022
Q1 		$1.93M Sell
10,773
-585
-5% -$103K 2% 21
2021
Q4 		$1.94M Buy
+11,358
New +$1.91M 1.94% 19

Other funds holding GLD

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Upper Left Wealth Management's GLD Position: Q3 2026 in Review

Upper Left Wealth Management increased its SPDR Gold Trust (GLD) stake by 7.5% in Q3 2026, buying an estimated $95.4K and bringing the position to 3,516 shares worth $1.34M. The position accounts for 0.69% of the portfolio, ranked #29.

Upper Left Wealth Management first reported a position in GLD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.94M in Q4 2021. 679 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Upper Left Wealth Management held 3,516 shares of SPDR Gold Trust worth $1.34M as of Q3 2026.
  • Upper Left Wealth Management bought 244 SPDR Gold Trust shares in Q3 2026, an estimated $95.4K.
  • SPDR Gold Trust made up 0.69% of Upper Left Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Upper Left Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's SPDR Gold Trust position peaked at $1.94M in Q4 2021.
  • 679 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.