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Valeo Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Valeo Financial 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
2022
Q1 		– Sell
-2,000
Closed -$342K – 659
2021
Q4 		$342K Buy
+2,000
New +$336K 0.02% 388

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Valeo Financial Advisors's GLD Position: Q3 2026 in Review

Valeo Financial Advisors increased its SPDR Gold Trust (GLD) stake by 2% in Q3 2026, buying an estimated $58.7K and bringing the position to 7,620 shares worth $2.9M. The position accounts for 0.06% of the portfolio, ranked #139.

Valeo Financial Advisors first reported a position in GLD in Q3 2017 and has held it in 37 quarters since. The position peaked at $3.88M in Q4 2025. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Valeo Financial Advisors held 7,620 shares of SPDR Gold Trust worth $2.9M as of Q3 2026.
  • Valeo Financial Advisors bought 150 SPDR Gold Trust shares in Q3 2026, an estimated $58.7K.
  • SPDR Gold Trust made up 0.06% of Valeo Financial Advisors's portfolio in Q3 2026, its #139 holding.
  • Valeo Financial Advisors first reported a position in SPDR Gold Trust in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's SPDR Gold Trust position peaked at $3.88M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.