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 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%	+$9.62K	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Badgley Phelps Wealth Managers's GLD Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its SPDR Gold Trust (GLD) stake by 0.1% in Q2 2026, buying an estimated $2.07K and bringing the position to 4,986 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #167.

Badgley Phelps Wealth Managers first reported a position in GLD in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.14M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Badgley Phelps Wealth Managers held 4,986 shares of SPDR Gold Trust worth $1.84M as of Q2 2026.
Badgley Phelps Wealth Managers bought 5 SPDR Gold Trust shares in Q2 2026, an estimated $2.07K.
SPDR Gold Trust made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #167 holding.
Badgley Phelps Wealth Managers first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 15 quarters since.
Badgley Phelps Wealth Managers's SPDR Gold Trust position peaked at $2.14M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.