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Beaird Harris Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Beaird Harris 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 		$1.63M Buy
4,422
+446
+11% +$185K 0.1% 61
2026
Q1 		$1.71M Buy
3,976
+133
+3% +$59.6K 0.12% 61
2025
Q4 		$1.52M Buy
3,843
+595
+18% +$227K 0.1% 62
2025
Q3 		$1.15M Buy
3,248
+310
+11% +$98.8K 0.08% 66
2025
Q2 		$896K Buy
2,938
+399
+16% +$121K 0.07% 67
2025
Q1 		$732K Buy
2,539
+103
+4% +$27.2K 0.06% 69
2024
Q4 		$590K Buy
2,436
+385
+19% +$94.6K 0.05% 78
2024
Q3 		$499K Buy
2,051
+416
+25% +$95.3K 0.04% 90
2024
Q2 		$352K Buy
1,635
+437
+36% +$94.5K 0.03% 96
2024
Q1 		$246K Sell
1,198
-16
-1% -$3.07K 0.02% 105
2023
Q4 		$232K Hold
1,214
– – 0.02% 103
2023
Q3 		$208K Sell
1,214
-9
-0.7% -$1.61K 0.02% 94
2023
Q2 		$218K Buy
1,223
+239
+24% +$43.9K 0.03% 92
2023
Q1 		$180K Buy
984
+85
+9% +$15K 0.03% 89
2022
Q4 		$153K Buy
899
+624
+227% +$101K 0.03% 106
2022
Q3 		$43K Buy
275
+110
+67% +$17.7K 0.01% 169
2022
Q2 		$28K Buy
165
+70
+74% +$12.2K 0.01% 181
2022
Q1 		$17K Buy
95
+30
+46% +$5.26K 0.01% 264
2021
Q4 		$11K Buy
+65
New +$10.9K ﹤0.01% 389

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Beaird Harris Wealth Management's GLD Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its SPDR Gold Trust (GLD) stake by 11% in Q2 2026, buying an estimated $185K and bringing the position to 4,422 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #61.

Beaird Harris Wealth Management first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.71M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Beaird Harris Wealth Management held 4,422 shares of SPDR Gold Trust worth $1.63M as of Q2 2026.
  • Beaird Harris Wealth Management bought 446 SPDR Gold Trust shares in Q2 2026, an estimated $185K.
  • SPDR Gold Trust made up 0.1% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Beaird Harris Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's SPDR Gold Trust position peaked at $1.71M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.