Visionary Wealth Advisors
GLD icon

Visionary Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Visionary Wealth 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 		$4.04M Sell
10,607
-1,386
-12% -$542K 0.16% 141
2026
Q2 		$4.42M Buy
11,993
+1,033
+9% +$428K 0.17% 132
2026
Q1 		$4.72M Sell
10,960
-1,700
-13% -$761K 0.21% 119
2025
Q4 		$5.02M Buy
12,660
+1,102
+10% +$421K 0.23% 113
2025
Q3 		$4.11M Buy
11,558
+2,196
+23% +$700K 0.19% 119
2025
Q2 		$2.85M Buy
9,362
+1,241
+15% +$376K 0.15% 159
2025
Q1 		$2.34M Buy
8,121
+4,051
+100% +$1.07M 0.14% 157
2024
Q4 		$985K Sell
4,070
-927
-19% -$228K 0.06% 258
2024
Q3 		$1.21M Sell
4,997
-2,646
-35% -$606K 0.07% 229
2024
Q2 		$1.64M Sell
7,643
-225
-3% -$48.7K 0.11% 189
2024
Q1 		$1.62M Sell
7,868
-670
-8% -$129K 0.11% 188
2023
Q4 		$1.63M Sell
8,538
-2,032
-19% -$372K 0.12% 173
2023
Q3 		$1.81M Sell
10,570
-3,452
-25% -$617K 0.15% 150
2023
Q2 		$2.5M Buy
14,022
+9,787
+231% +$1.8M 0.2% 124
2023
Q1 		$776K Buy
4,235
+1,974
+87% +$347K 0.07% 223
2022
Q4 		$384K Sell
2,261
-78
-3% -$12.6K 0.04% 278
2022
Q3 		$362K Sell
2,339
-22,303
-91% -$3.59M 0.04% 266
2022
Q2 		$4.15M Sell
24,642
-1,918
-7% -$335K 0.37% 73
2022
Q1 		$4.8M Buy
26,560
+2,336
+10% +$410K 0.39% 72
2021
Q4 		$4.14M Sell
24,224
-2,031
-8% -$341K 0.34% 76
2021
Q3 		$4.31M Sell
26,255
-4,992
-16% -$836K 0.44% 58
2021
Q2 		$5.18M Sell
31,247
-2,055
-6% -$349K 0.52% 47
2021
Q1 		$5.33M Sell
33,302
-6,011
-15% -$1.01M 0.56% 42
2020
Q4 		$7.01M Sell
39,313
-6,838
-15% -$1.2M 0.79% 32
2020
Q3 		$8.17M Buy
46,151
+3,701
+9% +$665K 1.15% 24
2020
Q2 		$7.1M Buy
42,450
+31,850
+300% +$5.14M 1.08% 25
2020
Q1 		$1.57M Buy
10,600
+5,746
+118% +$856K 0.3% 85
2019
Q4 		$694K Buy
+4,854
New +$678K 0.12% 115

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Visionary Wealth Advisors's GLD Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 12% in Q3 2026, selling an estimated $542K and leaving 10,607 shares worth $4.04M. The position accounts for 0.16% of the portfolio, ranked #141.

Visionary Wealth Advisors first reported a position in GLD in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.17M in Q3 2020. 2,314 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Visionary Wealth Advisors held 10,607 shares of SPDR Gold Trust worth $4.04M as of Q3 2026.
  • Visionary Wealth Advisors sold 1,386 SPDR Gold Trust shares in Q3 2026, an estimated $542K.
  • SPDR Gold Trust made up 0.16% of Visionary Wealth Advisors's portfolio in Q3 2026, its #141 holding.
  • Visionary Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 28 quarters since.
  • Visionary Wealth Advisors's SPDR Gold Trust position peaked at $8.17M in Q3 2020.
  • 2,314 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.