Wolff Financial Management
GLD icon

Wolff Financial Management’s SPDR Gold Trust GLD Stock Holding History

Wolff Financial 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 		$812K Hold
2,132
– – 0.16% 59
2026
Q2 		$785K Hold
2,132
– – 0.16% 63
2026
Q1 		$917K Sell
2,132
-1
-0% -$448 0.2% 48
2025
Q4 		$845K Hold
2,133
– – 0.19% 49
2025
Q3 		$758K Hold
2,133
– – 0.18% 53
2025
Q2 		$650K Buy
2,133
+50
+2% +$15.1K 0.17% 56
2025
Q1 		$600K Hold
2,083
– – 0.17% 59
2024
Q4 		$504K Sell
2,083
-30
-1% -$7.37K 0.14% 65
2024
Q3 		$514K Hold
2,113
– – 0.14% 68
2024
Q2 		$454K Hold
2,113
– – 0.34% 35
2024
Q1 		$435K Hold
2,113
– – 0.13% 74
2023
Q4 		$404K Hold
2,113
– – 0.12% 77
2023
Q3 		$362K Hold
2,113
– – 0.12% 76
2023
Q2 		$377K Sell
2,113
-14
-0.7% -$2.57K 0.33% 32
2023
Q1 		$390K Sell
2,127
-252
-11% -$44.3K 0.14% 79
2022
Q4 		$404K Sell
2,379
-236
-9% -$38K 0.15% 76
2022
Q3 		$404K Hold
2,615
– – 0.18% 72
2022
Q2 		$441K Hold
2,615
– – 0.2% 73
2022
Q1 		$472K Sell
2,615
-164
-6% -$28.8K 0.19% 74
2021
Q4 		$475K Hold
2,779
– – 0.18% 72
2021
Q3 		$456K Buy
+2,779
New +$465K 0.4% 29
2021
Q1 		$668K Buy
4,179
+6
+0.1% +$1.01K 0.31% 53
2020
Q4 		$744K Sell
4,173
-1,448
-26% -$255K 0.39% 45
2020
Q3 		$996K Buy
5,621
+873
+18% +$157K 0.59% 35
2020
Q2 		$795K Buy
4,748
+93
+2% +$15K 0.51% 39
2020
Q1 		$689K Buy
4,655
+2,188
+89% +$326K 0.52% 37
2019
Q4 		$353K Sell
2,467
-57
-2% -$7.96K 0.23% 66
2019
Q3 		$351K Hold
2,524
– – 0.26% 63
2019
Q2 		$336K Hold
2,524
– – 0.26% 62
2019
Q1 		$308K Hold
2,524
– – 0.26% 67
2018
Q4 		$306K Buy
+2,524
New +$293K 0.3% 65

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 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
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Wolff Financial Management's GLD Position: Q3 2026 in Review

Wolff Financial Management held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 2,132 shares worth $812K. The position accounts for 0.16% of the portfolio, ranked #59.

Wolff Financial Management first reported a position in GLD in Q4 2018 and has held it in 31 quarters since. The position peaked at $996K in Q3 2020. 1,267 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Wolff Financial Management held 2,132 shares of SPDR Gold Trust worth $812K as of Q3 2026.
  • Wolff Financial Management left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.16% of Wolff Financial Management's portfolio in Q3 2026, its #59 holding.
  • Wolff Financial Management first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 31 quarters since.
  • Wolff Financial Management's SPDR Gold Trust position peaked at $996K in Q3 2020.
  • 1,267 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Wolff Financial Management's 13F filing for Q3 2026, filed 23 Oct 2026.