BCR Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History

BCR Wealth Strategies’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	$241K	Hold	656	–	–	0.07%	31
2026 Q1	$282K	Hold	656	–	–	0.09%	33
2025 Q4	$259K	Hold	656	–	–	0.09%	34
2025 Q3	$233K	Buy	+656	New	+$209K	0.08%	28
2022 Q4	–	Sell	-630	Closed	-$97K	–	50
2022 Q3	$97K	Hold	630	–	–	0.1%	26
2022 Q2	$106K	Buy	630 +29	+5%	+$5.07K	0.11%	24
2022 Q1	$109K	Buy	601 +3	+0.5%	+$526	0.1%	23
2021 Q4	$102K	Buy	+598	New	+$100K	0.1%	23

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

BCR Wealth Strategies's GLD Position: Q2 2026 in Review

BCR Wealth Strategies held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 656 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #31.

BCR Wealth Strategies first reported a position in GLD in Q4 2021 and has held it in 8 quarters since. The position peaked at $282K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

BCR Wealth Strategies held 656 shares of SPDR Gold Trust worth $241K as of Q2 2026.
BCR Wealth Strategies left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.07% of BCR Wealth Strategies's portfolio in Q2 2026, its #31 holding.
BCR Wealth Strategies first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 8 quarters since.
BCR Wealth Strategies's SPDR Gold Trust position peaked at $282K in Q1 2026.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.