Badgley Phelps Wealth Managers
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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
Q3 		$1.94M Buy
5,106
+120
+2% +$46.9K 0.03% 165
2026
Q2 		$1.84M Buy
4,986
+5
+0.1% +$2.07K 0.03% 167
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% +$9.6K 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

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Badgley Phelps Wealth Managers's GLD Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its SPDR Gold Trust (GLD) stake by 2.4% in Q3 2026, buying an estimated $46.9K and bringing the position to 5,106 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #165.

Badgley Phelps Wealth Managers first reported a position in GLD in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.14M in Q1 2026. 1,150 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Badgley Phelps Wealth Managers held 5,106 shares of SPDR Gold Trust worth $1.94M as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 120 SPDR Gold Trust shares in Q3 2026, an estimated $46.9K.
  • SPDR Gold Trust made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #165 holding.
  • Badgley Phelps Wealth Managers first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 16 quarters since.
  • Badgley Phelps Wealth Managers's SPDR Gold Trust position peaked at $2.14M in Q1 2026.
  • 1,150 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.