BDFS Capital’s SPDR Gold Trust GLD Stock Holding History

BDFS Capital’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	$464K	Sell	1,259 -1,244	-50%	-$515K	0.2%	81
2026 Q1	$680K	Buy	2,503 +1,070	+75%	+$479K	0.33%	56
2025 Q4	$568K	Buy	+1,433	New	+$547K	0.29%	65

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 $59.9B AUM 27.01% 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

BDFS Capital's GLD Position: Q2 2026 in Review

BDFS Capital reduced its SPDR Gold Trust (GLD) stake by 50% in Q2 2026, selling an estimated $515K and leaving 1,259 shares worth $464K. The position accounts for 0.2% of the portfolio, ranked #81.

BDFS Capital first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $680K in Q1 2026. 3,007 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

BDFS Capital held 1,259 shares of SPDR Gold Trust worth $464K as of Q2 2026.
BDFS Capital sold 1,244 SPDR Gold Trust shares in Q2 2026, an estimated $515K.
SPDR Gold Trust made up 0.2% of BDFS Capital's portfolio in Q2 2026, its #81 holding.
BDFS Capital first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
BDFS Capital's SPDR Gold Trust position peaked at $680K in Q1 2026.
3,007 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.