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PEAK FINANCIAL ADVISORS LLC → GLD
PEAK FINANCIAL ADVISORS LLC GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
4
Latest value
$12.8M
Q3 2026
Peak value
$17.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $17.1M |
| Q1 2026 | $15.3M |
| Q2 2026 | $13.8M |
| Q3 2026 | $12.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.8M | 156.0K | — | — |
| Q2 2026 | $13.8M | 173.9K | — | — |
| Q1 2026 | $15.3M | 165.4K | — | — |
| Q4 2025 | $17.1M | 200.8K | — | — |