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Bartlett & Co Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Bartlett & Co Wealth Management’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 		$1.6M Hold
4,331
– – 0.02% 235
2026
Q1 		$1.8M Buy
4,331
+16
+0.4% +$7.17K 0.02% 220
2025
Q4 		$1.71M Sell
4,315
-210
-5% -$80.2K 0.02% 224
2025
Q3 		$1.61M Sell
4,525
-368
-8% -$117K 0.02% 229
2025
Q2 		$1.49M Buy
4,893
+1,201
+33% +$364K 0.02% 224
2025
Q1 		$1.06M Sell
3,692
-298
-7% -$78.8K 0.02% 245
2024
Q4 		$966K Buy
3,990
+75
+2% +$18.4K 0.01% 257
2024
Q3 		$952K Buy
3,915
+75
+2% +$17.2K 0.01% 261
2024
Q2 		$826K Sell
3,840
-20
-0.5% -$4.33K 0.01% 277
2024
Q1 		$794K Sell
3,860
-10
-0.3% -$1.92K 0.01% 287
2023
Q4 		$741K Sell
3,870
-5
-0.1% -$916 0.01% 310
2023
Q3 		$664K Sell
3,875
-61
-2% -$10.9K 0.01% 302
2023
Q2 		$702K Buy
3,936
+1,044
+36% +$192K 0.01% 305
2023
Q1 		$530K Buy
2,892
+30
+1% +$5.28K 0.01% 282
2022
Q4 		$486K Hold
2,862
– – 0.01% 296
2022
Q3 		$443K Hold
2,862
– – 0.01% 296
2022
Q2 		$482K Sell
2,862
-70
-2% -$12.2K 0.01% 284
2022
Q1 		$530K Sell
2,932
-70
-2% -$12.3K 0.01% 292
2021
Q4 		$513K Buy
+3,002
New +$504K 0.01% 294

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bartlett & Co Wealth Management's GLD Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 4,331 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #235.

Bartlett & Co Wealth Management first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Bartlett & Co Wealth Management held 4,331 shares of SPDR Gold Trust worth $1.6M as of Q2 2026.
  • Bartlett & Co Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Bartlett & Co Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Bartlett & Co Wealth Management's SPDR Gold Trust position peaked at $1.8M in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.