Back to GLD
WMG Financial Advisors, LLC → GLD
WMG Financial Advisors, LLC GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
4
Latest value
$757K
Q3 2026
Peak value
$4.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.8M |
| Q1 2026 | $4.8M |
| Q2 2026 | $757K |
| Q3 2026 | $757K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $757K | 2.1K | — | — |
| Q2 2026 | $757K | 2.1K | — | — |
| Q1 2026 | $4.8M | 11.1K | — | — |
| Q4 2025 | $2.8M | 7.2K | — | — |
Other funds holding GLD
$4.1B
$3.8B
$3.4B
$3.3B