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Ascent Wealth Partners, LLC → GLD
Ascent Wealth Partners, LLC GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
4
Latest value
$18.2M
Q3 2026
Peak value
$18.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $16.7M |
| Q1 2026 | $18.8M |
| Q2 2026 | $16.9M |
| Q3 2026 | $18.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.2M | 47.8K | — | — |
| Q2 2026 | $16.9M | 45.8K | — | — |
| Q1 2026 | $18.8M | 43.7K | — | — |
| Q4 2025 | $16.7M | 42.1K | — | — |