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

BCS 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	$266K	Buy	723 +86	+14%	+$35.6K	0.05%	234
2026 Q1	$274K	Sell	637 -507	-44%	-$227K	0.06%	220
2025 Q4	$453K	Buy	1,144 +572	+100%	+$218K	0.05%	232
2025 Q3	$203K	Sell	572 -321	-36%	-$102K	0.05%	242
2025 Q2	$272K	Buy	+893	New	+$270K	0.06%	211
2025 Q1	–	Sell	-832	Closed	-$201K	–	247
2024 Q4	$201K	Sell	832 -27	-3%	-$6.63K	0.05%	252
2024 Q3	$209K	Buy	+859	New	+$197K	0.09%	161

Other funds holding GLD

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

BCS Wealth Management increased its SPDR Gold Trust (GLD) stake by 14% in Q2 2026, buying an estimated $35.6K and bringing the position to 723 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #234.

BCS Wealth Management first reported a position in GLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $453K in Q4 2025. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

BCS Wealth Management held 723 shares of SPDR Gold Trust worth $266K as of Q2 2026.
BCS Wealth Management bought 86 SPDR Gold Trust shares in Q2 2026, an estimated $35.6K.
SPDR Gold Trust made up 0.05% of BCS Wealth Management's portfolio in Q2 2026, its #234 holding.
BCS Wealth Management first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 7 quarters since.
BCS Wealth Management's SPDR Gold Trust position peaked at $453K in Q4 2025.
1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.