BHWM
GLD icon

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

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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. 1,244 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.
  • 1,244 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.