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YHB Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

YHB Investment Advisors’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 		$6.12M Sell
16,065
-205
-1% -$80.2K 0.39% 70
2026
Q2 		$5.99M Sell
16,270
-215
-1% -$89.1K 0.38% 65
2026
Q1 		$7.09M Sell
16,485
-130
-0.8% -$58.2K 0.51% 58
2025
Q4 		$6.58M Sell
16,615
-3
-0% -$1.15K 0.45% 58
2025
Q3 		$5.91M Buy
16,618
+200
+1% +$63.7K 0.43% 63
2025
Q2 		$5M Buy
16,418
+48
+0.3% +$14.5K 0.39% 71
2025
Q1 		$4.72M Buy
16,370
+420
+3% +$111K 0.39% 70
2024
Q4 		$3.86M Buy
15,950
+5
+0% +$1.23K 0.32% 80
2024
Q3 		$3.88M Sell
15,945
-15
-0.1% -$3.44K 0.32% 78
2024
Q2 		$3.43M Sell
15,960
-16
-0.1% -$3.46K 0.3% 80
2024
Q1 		$3.29M Sell
15,976
-325
-2% -$62.4K 0.29% 83
2023
Q4 		$3.12M Sell
16,301
-645
-4% -$118K 0.3% 83
2023
Q3 		$2.91M Hold
16,946
– – 0.27% 93
2023
Q2 		$3.02M Sell
16,946
-7,812
-32% -$1.44M 0.28% 94
2023
Q1 		$4.54M Sell
24,758
-260
-1% -$45.8K 0.45% 62
2022
Q4 		$4.24M Sell
25,018
-45
-0.2% -$7.25K 0.45% 59
2022
Q3 		$3.88M Buy
25,063
+1,076
+4% +$173K 0.43% 64
2022
Q2 		$4.04M Hold
23,987
– – 0.43% 67
2022
Q1 		$4.33M Buy
23,987
+4
+0% +$702 0.38% 73
2021
Q4 		$4.1M Sell
23,983
-91
-0.4% -$15.3K 0.32% 78
2021
Q3 		$3.95M Buy
24,074
+137
+0.6% +$22.9K 0.34% 79
2021
Q2 		$3.96M Hold
23,937
– – 0.34% 81
2021
Q1 		$3.98M Sell
23,937
-870
-4% -$146K 0.34% 77
2020
Q4 		$4.42M Sell
24,807
-140
-0.6% -$24.7K 0.42% 68
2020
Q3 		$4.42M Buy
+24,947
New +$4.48M 0.48% 60

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

YHB Investment Advisors's GLD Position: Q3 2026 in Review

YHB Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 1.3% in Q3 2026, selling an estimated $80.2K and leaving 16,065 shares worth $6.12M. The position accounts for 0.39% of the portfolio, ranked #70.

YHB Investment Advisors first reported a position in GLD in Q3 2020 and has held it in 25 quarters since. The position peaked at $7.09M in Q1 2026. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • YHB Investment Advisors held 16,065 shares of SPDR Gold Trust worth $6.12M as of Q3 2026.
  • YHB Investment Advisors sold 205 SPDR Gold Trust shares in Q3 2026, an estimated $80.2K.
  • SPDR Gold Trust made up 0.39% of YHB Investment Advisors's portfolio in Q3 2026, its #70 holding.
  • YHB Investment Advisors first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 25 quarters since.
  • YHB Investment Advisors's SPDR Gold Trust position peaked at $7.09M in Q1 2026.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.