Waypoint Wealth Counsel
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Waypoint Wealth Counsel’s SPDR Gold Trust GLD Stock Holding History

Waypoint Wealth Counsel’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 		$7.91M Buy
20,763
+53
+0.3% +$20.7K 4.61% 5
2026
Q2 		$7.63M Sell
20,710
-2,178
-10% -$902K 4.77% 5
2026
Q1 		$9.8M Sell
22,888
-4,400
-16% -$1.97M 5.09% 2
2025
Q4 		$10.8M Sell
27,288
-979
-3% -$374K 3.97% 4
2025
Q3 		$10M Sell
28,267
-586
-2% -$187K 3.97% 4
2025
Q2 		$8.8M Buy
28,853
+101
+0.4% +$30.6K 4.36% 6
2025
Q1 		$8.28M Buy
28,752
+596
+2% +$158K 5.2% 5
2024
Q4 		$6.82M Sell
28,156
-289
-1% -$71K 4.45% 8
2024
Q3 		$6.91M Buy
28,445
+789
+3% +$181K 4.65% 6
2024
Q2 		$5.95M Buy
27,656
+1,124
+4% +$243K 4.55% 7
2024
Q1 		$5.46M Buy
26,532
+2,160
+9% +$415K 4.21% 7
2023
Q4 		$4.66M Buy
24,372
+1,729
+8% +$317K 3.97% 8
2023
Q3 		$3.88M Buy
22,643
+653
+3% +$117K 3.66% 8
2023
Q2 		$3.92M Sell
21,990
-2,689
-11% -$494K 3.51% 9
2023
Q1 		$4.52M Buy
24,679
+4,269
+21% +$751K 3.51% 9
2022
Q4 		$3.46M Buy
+20,410
New +$3.29M 2.79% 11

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 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
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Waypoint Wealth Counsel's GLD Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its SPDR Gold Trust (GLD) stake by 0.26% in Q3 2026, buying an estimated $20.7K and bringing the position to 20,763 shares worth $7.91M. The position accounts for 4.61% of the portfolio, ranked #5.

Waypoint Wealth Counsel first reported a position in GLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.8M in Q4 2025. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Waypoint Wealth Counsel held 20,763 shares of SPDR Gold Trust worth $7.91M as of Q3 2026.
  • Waypoint Wealth Counsel bought 53 SPDR Gold Trust shares in Q3 2026, an estimated $20.7K.
  • SPDR Gold Trust made up 4.61% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #5 holding.
  • Waypoint Wealth Counsel first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • Waypoint Wealth Counsel's SPDR Gold Trust position peaked at $10.8M in Q4 2025.
  • 1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.