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Beacon Financial Advisory’s SPDR Gold Trust GLD Stock Holding History

Beacon Financial Advisory’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
Q1 		$485K Buy
1,126
+185
+20% +$82.9K 0.11% 235
2025
Q4 		$373K Buy
941
+58
+7% +$22.1K 0.09% 259
2025
Q3 		$314K Hold
883
– – 0.07% 287
2025
Q2 		$269K Buy
883
+96
+12% +$29.1K 0.07% 288
2025
Q1 		$227K Buy
+787
New +$208K 0.07% 298
2024
Q2 		– Sell
-1,111
Closed -$229K – 294
2024
Q1 		$229K Sell
1,111
-183
-14% -$35.1K 0.11% 216
2023
Q4 		$247K Hold
1,294
– – 0.12% 213
2023
Q3 		$222K Hold
1,294
– – 0.12% 202
2023
Q2 		$231K Hold
1,294
– – 0.13% 193
2023
Q1 		$237K Hold
1,294
– – 0.15% 180
2022
Q4 		$220K Buy
+1,294
New +$208K 0.16% 169
2022
Q3 		– Sell
-1,716
Closed -$289K – 200
2022
Q2 		$289K Sell
1,716
-433
-20% -$75.6K 0.16% 163
2022
Q1 		$388K Buy
2,149
+489
+29% +$85.8K 0.19% 148
2021
Q4 		$284K Hold
1,660
– – 0.13% 188
2021
Q3 		$273K Sell
1,660
-2
-0.1% -$335 0.14% 180
2021
Q2 		$275K Sell
1,662
-40
-2% -$6.8K 0.15% 173
2021
Q1 		$272K Buy
1,702
+433
+34% +$72.8K 0.16% 166
2020
Q4 		$226K Sell
1,269
-92
-7% -$16.2K 0.15% 172
2020
Q3 		$241K Buy
1,361
+142
+12% +$25.5K 0.21% 144
2020
Q2 		$204K Buy
+1,219
New +$197K 0.22% 132

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Financial Advisory's GLD Position: Q1 2026 in Review

Beacon Financial Advisory increased its SPDR Gold Trust (GLD) stake by 20% in Q1 2026, buying an estimated $82.9K and bringing the position to 1,126 shares worth $485K. The position accounts for 0.11% of the portfolio, ranked #235.

Beacon Financial Advisory first reported a position in GLD in Q2 2020 and has held it in 20 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Beacon Financial Advisory held 1,126 shares of SPDR Gold Trust worth $485K as of Q1 2026.
  • Beacon Financial Advisory bought 185 SPDR Gold Trust shares in Q1 2026, an estimated $82.9K.
  • SPDR Gold Trust made up 0.11% of Beacon Financial Advisory's portfolio in Q1 2026, its #235 holding.
  • Beacon Financial Advisory first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 20 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.