Wealthstream Advisors’s SPDR Gold Trust GLD Stock Holding History

Wealthstream 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
2025 Q3	$234K	Hold	658	–	–	0.04%	159
2025 Q2	$201K	Buy	+658	New	+$199K	0.03%	168

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthstream Advisors's GLD Position: Q3 2025 in Review

Wealthstream Advisors held its SPDR Gold Trust (GLD) position steady in Q3 2025 at 658 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #159.

Wealthstream Advisors first reported a position in GLD in Q2 2025 and has held it in 2 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

Wealthstream Advisors held 658 shares of SPDR Gold Trust worth $234K as of Q3 2025.
Wealthstream Advisors left its SPDR Gold Trust share count unchanged in Q3 2025.
SPDR Gold Trust made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #159 holding.
Wealthstream Advisors first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 2 quarters since.
2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.