VisionPoint Advisory Group
GLD icon

VisionPoint Advisory Group’s SPDR Gold Trust GLD Stock Holding History

VisionPoint Advisory Group’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 		$5.31M Sell
13,955
-757
-5% -$296K 0.84% 24
2026
Q2 		$5.42M Sell
14,712
-271
-2% -$112K 0.88% 23
2026
Q1 		$6.45M Sell
14,983
-457
-3% -$205K 1.21% 17
2025
Q4 		$6.12M Sell
15,440
-1,516
-9% -$579K 1.19% 15
2025
Q3 		$6.03M Sell
16,956
-731
-4% -$233K 1.2% 14
2025
Q2 		$5.39M Buy
17,687
+956
+6% +$289K 1.17% 19
2025
Q1 		$4.82M Sell
16,731
-2,497
-13% -$660K 1.65% 12
2024
Q4 		$4.72M Sell
19,228
-1,433
-7% -$352K 1.61% 10
2024
Q3 		$5.02M Sell
20,661
-363
-2% -$83.1K 1.7% 11
2024
Q2 		$4.52M Sell
21,024
-1,702
-7% -$368K 1.61% 11
2024
Q1 		$4.68M Sell
22,726
-815
-3% -$156K 1.69% 11
2023
Q4 		$4.5M Sell
23,541
-13,232
-36% -$2.43M 1.66% 10
2023
Q3 		$6.3M Buy
36,773
+3,835
+12% +$686K 2.7% 7
2023
Q2 		$5.87M Sell
32,938
-7,939
-19% -$1.46M 2.4% 8
2023
Q1 		$7.78M Sell
40,877
-10,320
-20% -$1.82M 3.43% 5
2022
Q4 		$8.83M Sell
51,197
-10,057
-16% -$1.62M 3.65% 5
2022
Q3 		$9.47M Sell
61,254
-229
-0.4% -$36.8K 4.55% 3
2022
Q2 		$10.2M Buy
61,483
+13,621
+28% +$2.38M 4.05% 3
2022
Q1 		$8.14M Buy
47,862
+29,123
+155% +$5.11M 3.77% 5
2021
Q4 		$3.16M Buy
18,739
+6,464
+53% +$1.09M 1.38% 28
2021
Q3 		$2.08M Buy
12,275
+232
+2% +$38.8K 0.93% 31
2021
Q2 		$2M Sell
12,043
-5,848
-33% -$994K 0.89% 33
2021
Q1 		$2.86M Sell
17,891
-8,465
-32% -$1.42M 1.37% 22
2020
Q4 		$4.7M Buy
26,356
+24,658
+1,452% +$4.34M 2.37% 7
2020
Q3 		$301K Buy
+1,698
New +$305K 0.13% 85
2019
Q1 		– Sell
-1,770
Closed -$215K – 143
2018
Q4 		$215K Buy
+1,770
New +$206K 0.07% 100

Other funds holding GLD

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

VisionPoint Advisory Group's GLD Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its SPDR Gold Trust (GLD) stake by 5.1% in Q3 2026, selling an estimated $296K and leaving 13,955 shares worth $5.31M. The position accounts for 0.84% of the portfolio, ranked #24.

VisionPoint Advisory Group first reported a position in GLD in Q4 2018 and has held it in 26 quarters since. The position peaked at $10.2M in Q2 2022. 617 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • VisionPoint Advisory Group held 13,955 shares of SPDR Gold Trust worth $5.31M as of Q3 2026.
  • VisionPoint Advisory Group sold 757 SPDR Gold Trust shares in Q3 2026, an estimated $296K.
  • SPDR Gold Trust made up 0.84% of VisionPoint Advisory Group's portfolio in Q3 2026, its #24 holding.
  • VisionPoint Advisory Group first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 26 quarters since.
  • VisionPoint Advisory Group's SPDR Gold Trust position peaked at $10.2M in Q2 2022.
  • 617 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.