BCS Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History

BCS Private 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	$492K	Sell	1,335 -12	-0.9%	-$4.97K	0.15%	102
2026 Q1	$580K	Buy	1,347 +62	+5%	+$27.8K	0.18%	97
2025 Q4	$509K	Sell	1,285 -450	-26%	-$172K	0.17%	92
2025 Q3	$617K	Buy	1,735 +300	+21%	+$95.6K	0.22%	77
2025 Q2	$437K	Buy	+1,435	New	+$435K	0.16%	96

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

BCS Private Wealth Management's GLD Position: Q2 2026 in Review

BCS Private Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.89% in Q2 2026, selling an estimated $4.97K and leaving 1,335 shares worth $492K. The position accounts for 0.15% of the portfolio, ranked #102.

BCS Private Wealth Management first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $617K in Q3 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

BCS Private Wealth Management held 1,335 shares of SPDR Gold Trust worth $492K as of Q2 2026.
BCS Private Wealth Management sold 12 SPDR Gold Trust shares in Q2 2026, an estimated $4.97K.
SPDR Gold Trust made up 0.15% of BCS Private Wealth Management's portfolio in Q2 2026, its #102 holding.
BCS Private Wealth Management first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's SPDR Gold Trust position peaked at $617K in Q3 2025.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.