Wise Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Wise Wealth Partners’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	$1.42M	Buy	3,716 +1,367	+58%	+$535K	2.59%	13
2026 Q2	$865K	Sell	2,349 -11,947	-84%	-$4.95M	1.47%	16
2026 Q1	$6.15M	Buy	14,296 +46	+0.3%	+$20.6K	8.33%	2
2025 Q4	$5.65M	Sell	14,250 -1,293	-8%	-$494K	8.11%	2
2025 Q3	$5.53M	Buy	15,543 +4,775	+44%	+$1.52M	8.43%	2
2025 Q2	$3.28M	Sell	10,768 -4,612	-30%	-$1.4M	5.48%	3
2025 Q1	$4.43M	Buy	15,380 +3,923	+34%	+$1.04M	10.59%	3
2024 Q4	$2.77M	Buy	+11,457	New	+$2.82M	6.84%	4

Other funds holding GLD

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

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

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wise Wealth Partners's GLD Position: Q3 2026 in Review

Wise Wealth Partners increased its SPDR Gold Trust (GLD) stake by 58% in Q3 2026, buying an estimated $535K and bringing the position to 3,716 shares worth $1.42M. The position accounts for 2.59% of the portfolio, ranked #13.

Wise Wealth Partners first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.15M in Q1 2026. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Wise Wealth Partners held 3,716 shares of SPDR Gold Trust worth $1.42M as of Q3 2026.
Wise Wealth Partners bought 1,367 SPDR Gold Trust shares in Q3 2026, an estimated $535K.
SPDR Gold Trust made up 2.59% of Wise Wealth Partners's portfolio in Q3 2026, its #13 holding.
Wise Wealth Partners first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
Wise Wealth Partners's SPDR Gold Trust position peaked at $6.15M in Q1 2026.
2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.