USAdvisors Wealth Management
GLD icon

USAdvisors Wealth Management’s SPDR Gold Trust GLD Stock Holding History

USAdvisors 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 		$471K Buy
1,237
+37
+3% +$14.5K 0.13% 93
2026
Q2 		$442K Buy
1,200
+65
+6% +$26.9K 0.13% 94
2026
Q1 		$470K Sell
1,135
-107
-9% -$47.9K 0.16% 84
2025
Q4 		$492K Buy
1,242
+72
+6% +$27.5K 0.16% 81
2025
Q3 		$415K Sell
1,170
-324
-22% -$103K 0.14% 89
2025
Q2 		$455K Sell
1,494
-8,231
-85% -$2.49M 0.17% 85
2025
Q1 		$2.8M Buy
9,725
+1,369
+16% +$362K 0.98% 30
2024
Q4 		$2.02M Sell
8,356
-457
-5% -$112K 0.66% 41
2024
Q3 		$2.16M Sell
8,813
-313
-3% -$71.7K 0.76% 38
2024
Q2 		$1.96M Sell
9,126
-569
-6% -$123K 0.69% 41
2024
Q1 		$1.97M Sell
9,695
-304
-3% -$58.3K 0.74% 42
2023
Q4 		$1.91M Sell
9,999
-781
-7% -$143K 0.79% 39
2023
Q3 		$1.85M Buy
10,780
+1,471
+16% +$263K 0.82% 35
2023
Q2 		$1.66M Sell
9,309
-2,884
-24% -$530K 0.79% 37
2023
Q1 		$2.23M Sell
12,193
-774
-6% -$136K 1.06% 33
2022
Q4 		$2.2M Sell
12,967
-8,800
-40% -$1.42M 1.06% 32
2022
Q3 		$3.37M Buy
21,767
+587
+3% +$94.4K 1.72% 21
2022
Q2 		$3.57M Buy
21,180
+4,241
+25% +$741K 1.79% 21
2022
Q1 		$3.06M Sell
16,939
-2,154
-11% -$378K 1.31% 25
2021
Q4 		$3.26M Buy
19,093
+125
+0.7% +$21K 1.33% 24
2021
Q3 		$3.12M Buy
18,968
+3,257
+21% +$545K 1.35% 23
2021
Q2 		$2.6M Sell
15,711
-3,373
-18% -$573K 1.41% 23
2021
Q1 		$3.05M Sell
19,084
-1,607
-8% -$270K 1.48% 22
2020
Q4 		$3.67M Sell
20,691
-2,529
-11% -$445K 1.76% 17
2020
Q3 		$3.99M Buy
23,220
+1,284
+6% +$231K 0.62% 18
2020
Q2 		$3.67M Buy
+21,936
New +$3.54M 1.95% 18

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 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
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

USAdvisors Wealth Management's GLD Position: Q3 2026 in Review

USAdvisors Wealth Management increased its SPDR Gold Trust (GLD) stake by 3.1% in Q3 2026, buying an estimated $14.5K and bringing the position to 1,237 shares worth $471K. The position accounts for 0.13% of the portfolio, ranked #93.

USAdvisors Wealth Management first reported a position in GLD in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.99M in Q3 2020. 1,432 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • USAdvisors Wealth Management held 1,237 shares of SPDR Gold Trust worth $471K as of Q3 2026.
  • USAdvisors Wealth Management bought 37 SPDR Gold Trust shares in Q3 2026, an estimated $14.5K.
  • SPDR Gold Trust made up 0.13% of USAdvisors Wealth Management's portfolio in Q3 2026, its #93 holding.
  • USAdvisors Wealth Management first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 26 quarters since.
  • USAdvisors Wealth Management's SPDR Gold Trust position peaked at $3.99M in Q3 2020.
  • 1,432 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.