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Badgley Phelps Wealth Managers’s SPDR Gold Trust GLD Stock Holding History

Badgley Phelps Wealth Managers’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
Q1 		$2.14M Sell
4,981
-93
-2% -$41.6K 0.04% 164
2025
Q4 		$2.01M Buy
5,074
+2,179
+75% +$832K 0.04% 166
2025
Q3 		$1.03M Sell
2,895
-20
-0.7% -$6.37K 0.02% 178
2025
Q2 		$889K Sell
2,915
-59
-2% -$17.9K 0.02% 184
2025
Q1 		$857K Buy
2,974
+59
+2% +$15.6K 0.02% 181
2024
Q4 		$706K Buy
2,915
+470
+19% +$115K 0.02% 195
2024
Q3 		$594K Buy
2,445
+42
+2% +$9.62K 0.01% 197
2024
Q2 		$517K Buy
2,403
+1,264
+111% +$273K 0.01% 195
2024
Q1 		$234K Buy
+1,139
New +$219K 0.01% 234
2023
Q3 		– Sell
-4,676
Closed -$834K – 235
2023
Q2 		$834K Buy
4,676
+2,778
+146% +$510K 0.03% 159
2023
Q1 		$348K Buy
+1,898
New +$334K 0.01% 171
2022
Q4 		– Sell
-1,473
Closed -$228K – 216
2022
Q3 		$228K Buy
1,473
+250
+20% +$40.2K 0.01% 179
2022
Q2 		$206K Sell
1,223
-2,115
-63% -$369K 0.01% 194
2022
Q1 		$603K Buy
+3,338
New +$586K 0.02% 147

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Badgley Phelps Wealth Managers's GLD Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its SPDR Gold Trust (GLD) stake by 1.8% in Q1 2026, selling an estimated $41.6K and leaving 4,981 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #164.

Badgley Phelps Wealth Managers first reported a position in GLD in Q1 2022 and has held it in 14 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Badgley Phelps Wealth Managers held 4,981 shares of SPDR Gold Trust worth $2.14M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 93 SPDR Gold Trust shares in Q1 2026, an estimated $41.6K.
  • SPDR Gold Trust made up 0.04% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #164 holding.
  • Badgley Phelps Wealth Managers first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 14 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.