World Equity Group
GLD icon

World Equity Group’s SPDR Gold Trust GLD Stock Holding History

World Equity Group’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 		$3.53M Sell
9,258
-18,298
-66% -$7.16M 1.46% 11
2026
Q2 		$10.1M Buy
27,556
+13,679
+99% +$5.67M 2.27% 6
2026
Q1 		$5.97M Sell
13,877
-4,266
-24% -$1.91M 1.55% 7
2025
Q4 		$7.19M Sell
18,143
-449
-2% -$171K 2.01% 7
2025
Q3 		$6.66M Buy
18,592
+187
+1% +$59.6K 1.51% 12
2025
Q2 		$5.61M Buy
18,405
+2,259
+14% +$684K 1.53% 11
2025
Q1 		$4.59M Sell
16,146
-12,436
-44% -$3.29M 1.31% 12
2024
Q4 		$6.92M Buy
28,582
+14,794
+107% +$3.64M 1.48% 9
2024
Q3 		$3.35M Buy
13,788
+814
+6% +$186K 1.21% 15
2024
Q2 		$2.79M Sell
12,974
-1,076
-8% -$233K 0.83% 24
2024
Q1 		$2.89M Sell
14,050
-1,537
-10% -$295K 0.59% 40
2023
Q4 		$2.98M Buy
15,587
+1,375
+10% +$252K 0.6% 34
2023
Q3 		$2.44M Sell
14,212
-710
-5% -$127K 0.51% 44
2023
Q2 		$2.66M Sell
14,922
-1,345
-8% -$247K 0.78% 22
2023
Q1 		$2.98M Buy
16,267
+3,768
+30% +$663K 0.45% 53
2022
Q4 		$2.12M Sell
12,499
-737
-6% -$119K 0.5% 55
2022
Q3 		$2.05M Sell
13,236
-1,325
-9% -$213K 0.52% 51
2022
Q2 		$2.45M Sell
14,561
-20,973
-59% -$3.66M 0.62% 38
2022
Q1 		$6.42M Buy
+35,534
New +$6.23M 1.38% 7

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

World Equity Group's GLD Position: Q3 2026 in Review

World Equity Group reduced its SPDR Gold Trust (GLD) stake by 66% in Q3 2026, selling an estimated $7.16M and leaving 9,258 shares worth $3.53M. The position accounts for 1.46% of the portfolio, ranked #11.

World Equity Group first reported a position in GLD in Q1 2022 and has held it in 19 quarters since. The position peaked at $10.1M in Q2 2026. 810 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • World Equity Group held 9,258 shares of SPDR Gold Trust worth $3.53M as of Q3 2026.
  • World Equity Group sold 18,298 SPDR Gold Trust shares in Q3 2026, an estimated $7.16M.
  • SPDR Gold Trust made up 1.46% of World Equity Group's portfolio in Q3 2026, its #11 holding.
  • World Equity Group first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's SPDR Gold Trust position peaked at $10.1M in Q2 2026.
  • 810 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.