Values First Advisors
GLD icon

Values First Advisors’s SPDR Gold Trust GLD Stock Holding History

Values First 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 		$1.9M Buy
5,000
+126
+3% +$49.3K 0.9% 36
2026
Q2 		$1.8M Buy
4,874
+140
+3% +$58K 0.82% 45
2026
Q1 		$2.04M Buy
4,734
+455
+11% +$204K 1.06% 26
2025
Q4 		$1.7M Buy
+4,279
New +$1.63M 0.88% 36

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 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
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Values First Advisors's GLD Position: Q3 2026 in Review

Values First Advisors increased its SPDR Gold Trust (GLD) stake by 2.6% in Q3 2026, buying an estimated $49.3K and bringing the position to 5,000 shares worth $1.9M. The position accounts for 0.9% of the portfolio, ranked #36.

Values First Advisors first reported a position in GLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.04M in Q1 2026. 1,299 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Values First Advisors held 5,000 shares of SPDR Gold Trust worth $1.9M as of Q3 2026.
  • Values First Advisors bought 126 SPDR Gold Trust shares in Q3 2026, an estimated $49.3K.
  • SPDR Gold Trust made up 0.9% of Values First Advisors's portfolio in Q3 2026, its #36 holding.
  • Values First Advisors first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Values First Advisors's SPDR Gold Trust position peaked at $2.04M in Q1 2026.
  • 1,299 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.