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WoodTrust Financial’s SPDR Gold Trust GLD Stock Holding History

WoodTrust Financial’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 		$244K Hold
642
– – 0.03% 166
2026
Q2 		$236K Hold
642
– – 0.03% 167
2026
Q1 		$276K Buy
642
+125
+24% +$56K 0.04% 151
2025
Q4 		$205K Buy
+517
New +$197K 0.02% 175

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

WoodTrust Financial's GLD Position: Q3 2026 in Review

WoodTrust Financial held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 642 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #166.

WoodTrust Financial first reported a position in GLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $276K in Q1 2026. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • WoodTrust Financial held 642 shares of SPDR Gold Trust worth $244K as of Q3 2026.
  • WoodTrust Financial left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.03% of WoodTrust Financial's portfolio in Q3 2026, its #166 holding.
  • WoodTrust Financial first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • WoodTrust Financial's SPDR Gold Trust position peaked at $276K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.