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Wedmont Private Capital’s SPDR Gold Trust GLD Stock Holding History

Wedmont Private Capital’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 		$803K Buy
2,121
+303
+17% +$118K 0.02% 449
2026
Q2 		$685K Sell
1,818
-52
-3% -$21.5K 0.02% 457
2026
Q1 		$813K Sell
1,870
-920
-33% -$412K 0.03% 359
2025
Q4 		$1.14M Buy
2,790
+869
+45% +$332K 0.04% 256
2025
Q3 		$704K Buy
1,921
+591
+44% +$188K 0.03% 350
2025
Q2 		$406K Buy
+1,330
New +$403K 0.02% 487

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Wedmont Private Capital's GLD Position: Q3 2026 in Review

Wedmont Private Capital increased its SPDR Gold Trust (GLD) stake by 17% in Q3 2026, buying an estimated $118K and bringing the position to 2,121 shares worth $803K. The position accounts for 0.02% of the portfolio, ranked #449.

Wedmont Private Capital first reported a position in GLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2025. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Wedmont Private Capital held 2,121 shares of SPDR Gold Trust worth $803K as of Q3 2026.
  • Wedmont Private Capital bought 303 SPDR Gold Trust shares in Q3 2026, an estimated $118K.
  • SPDR Gold Trust made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #449 holding.
  • Wedmont Private Capital first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 6 quarters since.
  • Wedmont Private Capital's SPDR Gold Trust position peaked at $1.14M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.