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Beaumont Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Beaumont Financial 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 		$1.24M Sell
2,887
-15
-0.5% -$6.72K 0.09% 143
2025
Q4 		$1.15M Sell
2,902
-597
-17% -$228K 0.08% 153
2025
Q3 		$1.24M Sell
3,499
-10
-0.3% -$3.19K 0.08% 144
2025
Q2 		$1.07M Buy
3,509
+215
+7% +$65.1K 0.08% 145
2025
Q1 		$949K Buy
3,294
+654
+25% +$173K 0.07% 155
2024
Q4 		$639K Buy
2,640
+440
+20% +$108K 0.05% 195
2024
Q3 		$535K Buy
2,200
+11
+0.5% +$2.52K 0.04% 203
2024
Q2 		$471K Buy
2,189
+142
+7% +$30.7K 0.04% 216
2024
Q1 		$421K Sell
2,047
-148
-7% -$28.4K 0.03% 225
2023
Q4 		$420K Buy
2,195
+150
+7% +$27.5K 0.04% 217
2023
Q3 		$351K Sell
2,045
-1,100
-35% -$197K 0.04% 224
2023
Q2 		$561K Buy
3,145
+1,191
+61% +$219K 0.05% 177
2023
Q1 		$358K Hold
1,954
– – 0.04% 222
2022
Q4 		$331K Sell
1,954
-327
-14% -$52.7K 0.03% 231
2022
Q3 		$353K Sell
2,281
-2,152
-49% -$346K 0.03% 210
2022
Q2 		$747K Buy
4,433
+2,017
+83% +$352K 0.07% 146
2022
Q1 		$436K Buy
2,416
+575
+31% +$101K 0.03% 229
2021
Q4 		$315K Sell
1,841
-500
-21% -$83.9K 0.02% 269
2021
Q3 		$384K Sell
2,341
-200
-8% -$33.5K 0.03% 240
2021
Q2 		$420K Buy
2,541
+200
+9% +$34K 0.03% 242
2021
Q1 		$374K Sell
2,341
-123
-5% -$20.7K 0.03% 238
2020
Q4 		$439K Sell
2,464
-430
-15% -$75.7K 0.04% 216
2020
Q3 		$513K Buy
2,894
+1,432
+98% +$257K 0.05% 191
2020
Q2 		$245K Hold
1,462
– – 0.03% 248
2020
Q1 		$216K Sell
1,462
-110
-7% -$16.4K 0.03% 216
2019
Q4 		$225K Buy
+1,572
New +$220K 0.02% 256
2018
Q4 		– Sell
-3,093
Closed -$349K – 213
2018
Q3 		$349K Sell
3,093
-6,094
-66% -$699K 0.03% 170
2018
Q2 		$1.09M Buy
9,187
+237
+3% +$29.3K 0.12% 89
2018
Q1 		$1.13M Sell
8,950
-12
-0.1% -$1.51K 0.13% 93
2017
Q4 		$1.11M Sell
8,962
-1,104
-11% -$134K 0.13% 97
2017
Q3 		$1.22M Sell
10,066
-90
-0.9% -$10.9K 0.15% 88
2017
Q2 		$1.2M Sell
10,156
-944
-9% -$113K 0.16% 89
2017
Q1 		$1.32M Sell
11,100
-210
-2% -$24.4K 0.18% 90
2016
Q4 		$1.24M Buy
11,310
+3,723
+49% +$432K 0.19% 84
2016
Q3 		$953K Buy
7,587
+1,593
+27% +$203K 0.15% 90
2016
Q2 		$758K Sell
5,994
-1,858
-24% -$224K 0.12% 90
2016
Q1 		$892K Buy
7,852
+769
+11% +$87.1K 0.15% 80
2015
Q4 		$719K Sell
7,083
-449
-6% -$47.5K 0.12% 73
2015
Q3 		$846K Hold
7,532
– – 0.12% 84
2015
Q2 		$846K Sell
7,532
-925
-11% -$106K 0.12% 84
2015
Q1 		$961K Buy
+8,457
New +$989K 0.03% 97
2014
Q4 		– Sell
-13,723
Closed -$1.59M – 158
2014
Q3 		$1.59M Sell
13,723
-6,180
-31% -$762K 0.1% 94
2014
Q2 		$2.55M Sell
19,903
-3,680
-16% -$457K 0.18% 88
2014
Q1 		$2.92M Buy
23,583
+9,517
+68% +$1.19M 0.24% 74
2013
Q4 		$1.63M Sell
14,066
-7,630
-35% -$937K 0.13% 83
2013
Q3 		$2.78M Sell
21,696
-225
-1% -$28.9K 0.25% 80
2013
Q2 		$2.61M Buy
+21,921
New +$3M 0.24% 83

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

Beaumont Financial Advisors's GLD Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 0.52% in Q1 2026, selling an estimated $6.72K and leaving 2,887 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #143.

Beaumont Financial Advisors first reported a position in GLD in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.92M in Q1 2014. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Beaumont Financial Advisors held 2,887 shares of SPDR Gold Trust worth $1.24M as of Q1 2026.
  • Beaumont Financial Advisors sold 15 SPDR Gold Trust shares in Q1 2026, an estimated $6.72K.
  • SPDR Gold Trust made up 0.09% of Beaumont Financial Advisors's portfolio in Q1 2026, its #143 holding.
  • Beaumont Financial Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 47 quarters since.
  • Beaumont Financial Advisors's SPDR Gold Trust position peaked at $2.92M in Q1 2014.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.