Westfuller Advisors’s SPDR Gold Trust GLD Stock Holding History

Westfuller 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
2026 Q3	$3.08M	Sell	8,094 -1,260	-13%	-$493K	0.91%	31
2026 Q2	$3.45M	Sell	9,354 -136	-1%	-$56.3K	1.25%	22
2026 Q1	$4.08M	Sell	9,490 -779	-8%	-$349K	1.76%	11
2025 Q4	$4.07M	Sell	10,269 -626	-6%	-$239K	1.65%	11
2025 Q3	$3.87M	Buy	10,895 +990	+10%	+$315K	1.76%	11
2025 Q2	$3.02M	Buy	9,905 +1,006	+11%	+$305K	1.72%	15
2025 Q1	$2.56M	Buy	8,899 +86	+1%	+$22.7K	1.71%	16
2024 Q4	$2.13M	Sell	8,813 -724	-8%	-$178K	1.36%	22
2024 Q3	$2.32M	Buy	+9,537	New	+$2.18M	1.66%	17
2024 Q1	$2.06M	Buy	+10,035	New	+$1.93M	2.48%	12

Other funds holding GLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Westfuller Advisors's GLD Position: Q3 2026 in Review

Westfuller Advisors reduced its SPDR Gold Trust (GLD) stake by 13% in Q3 2026, selling an estimated $493K and leaving 8,094 shares worth $3.08M. The position accounts for 0.91% of the portfolio, ranked #31.

Westfuller Advisors first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.08M in Q1 2026. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Westfuller Advisors held 8,094 shares of SPDR Gold Trust worth $3.08M as of Q3 2026.
Westfuller Advisors sold 1,260 SPDR Gold Trust shares in Q3 2026, an estimated $493K.
SPDR Gold Trust made up 0.91% of Westfuller Advisors's portfolio in Q3 2026, its #31 holding.
Westfuller Advisors first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
Westfuller Advisors's SPDR Gold Trust position peaked at $4.08M in Q1 2026.
2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.