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Whalen Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Whalen Wealth 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 		$1.07M Buy
2,797
+893
+47% +$349K 0.45% 63
2026
Q2 		$701K Buy
1,904
+403
+27% +$167K 0.32% 85
2026
Q1 		$646K Buy
+1,501
New +$672K 0.35% 80
2025
Q1 		– Sell
-1,786
Closed -$432K – 142
2024
Q4 		$432K Buy
+1,786
New +$439K 0.3% 79

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

Whalen Wealth Management's GLD Position: Q3 2026 in Review

Whalen Wealth Management increased its SPDR Gold Trust (GLD) stake by 47% in Q3 2026, buying an estimated $349K and bringing the position to 2,797 shares worth $1.07M. The position accounts for 0.45% of the portfolio, ranked #63.

Whalen Wealth Management first reported a position in GLD in Q4 2024 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Whalen Wealth Management held 2,797 shares of SPDR Gold Trust worth $1.07M as of Q3 2026.
  • Whalen Wealth Management bought 893 SPDR Gold Trust shares in Q3 2026, an estimated $349K.
  • SPDR Gold Trust made up 0.45% of Whalen Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Whalen Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.