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Beacon Pointe Advisors’s SPDR Gold Trust GLD Stock Holding History

Beacon Pointe Advisors’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 		$65.2M Buy
151,416
+21,670
+17% +$9.7M 0.34% 66
2025
Q4 		$51.4M Buy
129,746
+25
+0% +$9.55K 0.36% 61
2025
Q3 		$46.1M Buy
129,721
+9,416
+8% +$3M 0.39% 50
2025
Q2 		$36.7M Buy
120,305
+86
+0.1% +$26K 0.38% 49
2025
Q1 		$34.6M Sell
120,219
-1,698
-1% -$449K 0.39% 50
2024
Q4 		$29.5M Buy
121,917
+3,685
+3% +$906K 0.33% 62
2024
Q3 		$28.7M Buy
118,232
+2,215
+2% +$507K 0.33% 67
2024
Q2 		$24.9M Buy
116,017
+7,200
+7% +$1.56M 0.3% 74
2024
Q1 		$22.4M Sell
108,817
-2,613
-2% -$502K 0.25% 88
2023
Q4 		$21.3M Buy
111,430
+32,351
+41% +$5.93M 0.25% 93
2023
Q3 		$13.6M Buy
79,079
+28,312
+56% +$5.06M 0.17% 132
2023
Q2 		$9.05M Buy
50,767
+2,110
+4% +$388K 0.15% 136
2023
Q1 		$8.91M Sell
48,657
-6,797
-12% -$1.2M 0.15% 141
2022
Q4 		$9.41M Sell
55,454
-928
-2% -$149K 0.18% 122
2022
Q3 		$8.71M Sell
56,382
-10,354
-16% -$1.66M 0.2% 117
2022
Q2 		$11.2M Sell
66,736
-42,532
-39% -$7.43M 0.24% 99
2022
Q1 		$19.7M Buy
109,268
+88,808
+434% +$15.6M 0.27% 91
2021
Q4 		$3.5M Sell
20,460
-1,146
-5% -$192K 0.09% 181
2021
Q3 		$3.55M Buy
21,606
+7,588
+54% +$1.27M 0.09% 204
2021
Q2 		$2.32M Sell
14,018
-25,381
-64% -$4.31M 0.08% 197
2021
Q1 		$6.3M Buy
39,399
+26,114
+197% +$4.39M 0.39% 66
2020
Q4 		$2.37M Buy
13,285
+1,765
+15% +$311K 0.16% 119
2020
Q3 		$2.04M Buy
11,520
+1,706
+17% +$307K 0.2% 100
2020
Q2 		$1.64M Buy
9,814
+1,074
+12% +$173K 0.16% 119
2020
Q1 		$1.29M Buy
8,740
+2,134
+32% +$318K 0.21% 103
2019
Q4 		$945K Buy
6,606
+404
+7% +$56.5K 0.29% 76
2019
Q3 		$864K Buy
6,202
+2,623
+73% +$365K 0.37% 63
2019
Q2 		$474K Buy
3,579
+39
+1% +$4.82K 0.17% 122
2019
Q1 		$430K Sell
3,540
-355
-9% -$43.7K 0.16% 122
2018
Q4 		$472K Buy
+3,895
New +$453K 0.29% 96

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 Pointe Advisors's GLD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its SPDR Gold Trust (GLD) stake by 17% in Q1 2026, buying an estimated $9.7M and bringing the position to 151,416 shares worth $65.2M. The position accounts for 0.34% of the portfolio, ranked #66.

Beacon Pointe Advisors first reported a position in GLD in Q4 2018 and has held it in 30 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Beacon Pointe Advisors held 151,416 shares of SPDR Gold Trust worth $65.2M as of Q1 2026.
  • Beacon Pointe Advisors bought 21,670 SPDR Gold Trust shares in Q1 2026, an estimated $9.7M.
  • SPDR Gold Trust made up 0.34% of Beacon Pointe Advisors's portfolio in Q1 2026, its #66 holding.
  • Beacon Pointe Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.