WealthTrust Asset Management
GLD icon

WealthTrust Asset Management’s SPDR Gold Trust GLD Stock Holding History

WealthTrust Asset Management’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 		$1.77M Buy
4,650
+37
+0.8% +$14.5K 0.98% 20
2026
Q2 		$1.7M Sell
4,613
-165
-3% -$68.4K 0.92% 23
2026
Q1 		$2.06M Sell
4,778
-19
-0.4% -$8.51K 1.23% 18
2025
Q4 		$1.9M Sell
4,797
-250
-5% -$95.5K 1.33% 18
2025
Q3 		$1.79M Sell
5,047
-213
-4% -$67.9K 1.24% 18
2025
Q2 		$1.6M Sell
5,260
-2,303
-30% -$697K 1.2% 18
2025
Q1 		$2.18M Buy
7,563
+1,926
+34% +$509K 1.62% 14
2024
Q4 		$1.36M Sell
5,637
-7,582
-57% -$1.86M 0.98% 25
2024
Q3 		$3.21M Buy
13,219
+1,646
+14% +$377K 2.39% 9
2024
Q2 		$2.49M Buy
11,573
+372
+3% +$80.5K 1.82% 16
2024
Q1 		$2.3M Sell
11,201
-11,989
-52% -$2.3M 1.75% 15
2023
Q4 		$4.43M Sell
23,190
-2,047
-8% -$375K 3.73% 7
2023
Q3 		$4.33M Sell
25,237
-211
-0.8% -$37.7K 4.03% 6
2023
Q2 		$4.54M Buy
25,448
+4,333
+21% +$796K 4.11% 6
2023
Q1 		$3.87M Buy
21,115
+5,053
+31% +$889K 3.68% 6
2022
Q4 		$2.72M Sell
16,062
-1,595
-9% -$257K 2.64% 10
2022
Q3 		$2.73M Sell
17,657
-2,130
-11% -$343K 2.88% 7
2022
Q2 		$3.33M Buy
19,787
+16,439
+491% +$2.87M 3.15% 9
2022
Q1 		$605K Sell
3,348
-6,645
-66% -$1.17M 0.43% 43
2021
Q4 		$1.71M Sell
9,993
-159
-2% -$26.7K 1.14% 33
2021
Q3 		$1.67M Sell
10,152
-52
-0.5% -$8.7K 1.48% 27
2021
Q2 		$1.69M Buy
+10,204
New +$1.73M 1.47% 31

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

WealthTrust Asset Management's GLD Position: Q3 2026 in Review

WealthTrust Asset Management increased its SPDR Gold Trust (GLD) stake by 0.8% in Q3 2026, buying an estimated $14.5K and bringing the position to 4,650 shares worth $1.77M. The position accounts for 0.98% of the portfolio, ranked #20.

WealthTrust Asset Management first reported a position in GLD in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.54M in Q2 2023. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • WealthTrust Asset Management held 4,650 shares of SPDR Gold Trust worth $1.77M as of Q3 2026.
  • WealthTrust Asset Management bought 37 SPDR Gold Trust shares in Q3 2026, an estimated $14.5K.
  • SPDR Gold Trust made up 0.98% of WealthTrust Asset Management's portfolio in Q3 2026, its #20 holding.
  • WealthTrust Asset Management first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 22 quarters since.
  • WealthTrust Asset Management's SPDR Gold Trust position peaked at $4.54M in Q2 2023.
  • 1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on WealthTrust Asset Management's 13F filing for Q3 2026, filed 22 Oct 2026.