Wealth Enhancement Advisory Services
GLD icon

Wealth Enhancement Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Wealth Enhancement Advisory Services’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 		$67.8M Buy
183,155
+12,396
+7% +$4.85M 0.1% 186
2026
Q2 		$63M Sell
170,759
-15,774
-8% -$6.53M 0.11% 176
2026
Q1 		$0 Sell
186,533
-101,229
-35% -$45.3M ﹤0.01% 3714
2025
Q4 		$119M Buy
287,762
+35,335
+14% +$13.5M 0.16% 112
2025
Q3 		$92.5M Buy
252,427
+16,924
+7% +$5.39M 0.14% 139
2025
Q2 		$72.3M Sell
235,503
-14,966
-6% -$4.53M 0.12% 167
2025
Q1 		$72.2M Buy
250,469
+50,354
+25% +$13.3M 0.14% 146
2024
Q4 		$48.5M Buy
200,115
+23,257
+13% +$5.72M 0.09% 212
2024
Q3 		$43M Buy
176,858
+4,527
+3% +$1.04M 0.09% 215
2024
Q2 		$37.1M Buy
172,331
+12,503
+8% +$2.7M 0.09% 215
2024
Q1 		$32.9M Buy
159,828
+1,467
+0.9% +$282K 0.09% 232
2023
Q4 		$30.3M Buy
158,361
+10,140
+7% +$1.86M 0.09% 215
2023
Q3 		$25.4M Buy
148,221
+139,628
+1,625% +$25M 0.08% 229
2023
Q2 		$1.53M Sell
8,593
-1,707
-17% -$314K 0.02% 228
2023
Q1 		$1.89M Sell
10,300
-892
-8% -$157K 0.02% 234
2022
Q4 		$2M Sell
11,192
-6,046
-35% -$974K 0.03% 176
2022
Q3 		$2.72M Sell
17,238
-547
-3% -$88K 0.04% 152
2022
Q2 		$2.89M Sell
17,785
-14,944
-46% -$2.61M 0.04% 176
2022
Q1 		$5.9M Buy
32,729
+190
+0.6% +$33.3K 0.08% 123
2021
Q4 		$5.47M Buy
32,539
+922
+3% +$155K 0.08% 113
2021
Q3 		$5.3M Buy
31,617
+21,449
+211% +$3.59M 0.08% 105
2021
Q2 		$1.74M Buy
+10,168
New +$1.73M 0.03% 148

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 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

Wealth Enhancement Advisory Services's GLD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its SPDR Gold Trust (GLD) stake by 7.3% in Q3 2026, buying an estimated $4.85M and bringing the position to 183,155 shares worth $67.8M. The position accounts for 0.1% of the portfolio, ranked #186.

Wealth Enhancement Advisory Services first reported a position in GLD in Q2 2021 and has held it in 22 quarters since. The position peaked at $119M in Q4 2025. 1,137 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 183,155 shares of SPDR Gold Trust worth $67.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 12,396 SPDR Gold Trust shares in Q3 2026, an estimated $4.85M.
  • SPDR Gold Trust made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #186 holding.
  • Wealth Enhancement Advisory Services first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's SPDR Gold Trust position peaked at $119M in Q4 2025.
  • 1,137 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.