VestGen Advisors’s SPDR Gold Trust GLD Stock Holding History

VestGen 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	$10.6M	Sell	27,735 -8,681	-24%	-$3.39M	0.33%	68
2026 Q2	$13.4M	Sell	36,416 -525	-1%	-$217K	0.39%	55
2026 Q1	$16M	Sell	36,941 -2,200	-6%	-$985K	0.43%	42
2025 Q4	$15.5M	Buy	39,141 +2,500	+7%	+$955K	0.66%	29
2025 Q3	$13M	Buy	36,641 +11,434	+45%	+$3.64M	0.43%	47
2025 Q2	$7.69M	Buy	25,207 +1,031	+4%	+$312K	0.31%	73
2025 Q1	$6.97M	Buy	+24,176	New	+$6.39M	0.32%	71

Other funds holding GLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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 Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

VestGen Advisors's GLD Position: Q3 2026 in Review

VestGen Advisors reduced its SPDR Gold Trust (GLD) stake by 24% in Q3 2026, selling an estimated $3.39M and leaving 27,735 shares worth $10.6M. The position accounts for 0.33% of the portfolio, ranked #68.

VestGen Advisors first reported a position in GLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $16M in Q1 2026. 2,045 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

VestGen Advisors held 27,735 shares of SPDR Gold Trust worth $10.6M as of Q3 2026.
VestGen Advisors sold 8,681 SPDR Gold Trust shares in Q3 2026, an estimated $3.39M.
SPDR Gold Trust made up 0.33% of VestGen Advisors's portfolio in Q3 2026, its #68 holding.
VestGen Advisors first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's SPDR Gold Trust position peaked at $16M in Q1 2026.
2,045 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.