James T. Borello RIA
GLD icon

James T. Borello RIA’s SPDR Gold Trust GLD Stock Holding History

James T. Borello RIA’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 		$91K Hold
239
– – 0.02% 184
2026
Q2 		$88K Buy
239
+24
+11% +$9.9K 0.02% 178
2026
Q1 		$92.5K Hold
215
– – 0.02% 156
2025
Q4 		$85.2K Hold
215
– – 0.02% 144
2025
Q3 		$76.4K Buy
+215
New +$68.5K 0.02% 139

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OpenArc Corporate Advisory
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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

James T. Borello RIA's GLD Position: Q3 2026 in Review

James T. Borello RIA held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 239 shares worth $91K. The position accounts for 0.02% of the portfolio, ranked #184.

James T. Borello RIA first reported a position in GLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $92.5K in Q1 2026. 880 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • James T. Borello RIA held 239 shares of SPDR Gold Trust worth $91K as of Q3 2026.
  • James T. Borello RIA left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #184 holding.
  • James T. Borello RIA first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's SPDR Gold Trust position peaked at $92.5K in Q1 2026.
  • 880 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.