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

WT 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 		$1.08M Buy
2,827
+81
+3% +$31.7K 0.3% 74
2026
Q2 		$1.01M Sell
2,746
-138
-5% -$57.2K 0.28% 78
2026
Q1 		$1.24M Sell
2,884
-6
-0.2% -$2.69K 0.37% 77
2025
Q4 		$1.15M Sell
2,890
-17
-0.6% -$6.49K 0.33% 74
2025
Q3 		$1.03M Buy
2,907
+149
+5% +$47.5K 0.3% 67
2025
Q2 		$841K Buy
2,758
+142
+5% +$43K 0.25% 70
2025
Q1 		$754K Buy
2,616
+201
+8% +$53.2K 0.24% 69
2024
Q4 		$585K Sell
2,415
-887
-27% -$218K 0.18% 81
2024
Q3 		$830K Buy
3,302
+1,840
+126% +$421K 0.27% 71
2024
Q2 		$314K Buy
+1,462
New +$316K 0.11% 94
2022
Q2 		– Sell
-1,129
Closed -$204K – 110
2022
Q1 		$204K Sell
1,129
-1,269
-53% -$223K 0.08% 116
2021
Q4 		$410K Sell
2,398
-24,310
-91% -$4.08M 0.15% 95
2021
Q3 		$4.39M Buy
26,708
+4,766
+22% +$798K 1.69% 14
2021
Q2 		$3.63M Buy
21,942
+4,634
+27% +$787K 1.47% 18
2021
Q1 		$2.77M Buy
17,308
+4,110
+31% +$691K 1.28% 20
2020
Q4 		$2.35M Buy
13,198
+7,718
+141% +$1.36M 1.28% 17
2020
Q3 		$970K Buy
5,480
+3,545
+183% +$637K 0.64% 45
2020
Q2 		$323K Sell
1,935
-35
-2% -$5.64K 0.26% 68
2020
Q1 		$291K Sell
1,970
-575
-23% -$85.6K 0.31% 57
2019
Q4 		$363K Buy
2,545
+340
+15% +$47.5K 0.28% 65
2019
Q3 		$306K Buy
+2,205
New +$307K 0.27% 64

Other funds holding GLD

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

WT Wealth Management increased its SPDR Gold Trust (GLD) stake by 2.9% in Q3 2026, buying an estimated $31.7K and bringing the position to 2,827 shares worth $1.08M. The position accounts for 0.3% of the portfolio, ranked #74.

WT Wealth Management first reported a position in GLD in Q3 2019 and has held it in 21 quarters since. The position peaked at $4.39M in Q3 2021. 401 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • WT Wealth Management held 2,827 shares of SPDR Gold Trust worth $1.08M as of Q3 2026.
  • WT Wealth Management bought 81 SPDR Gold Trust shares in Q3 2026, an estimated $31.7K.
  • SPDR Gold Trust made up 0.3% of WT Wealth Management's portfolio in Q3 2026, its #74 holding.
  • WT Wealth Management first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 21 quarters since.
  • WT Wealth Management's SPDR Gold Trust position peaked at $4.39M in Q3 2021.
  • 401 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

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