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Bedell Frazier Investment Counselling’s SPDR Gold Trust GLD Stock Holding History

Bedell Frazier Investment Counselling’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 		$27.9M Sell
64,755
-1,253
-2% -$561K 5.63% 2
2025
Q4 		$26.2M Sell
66,008
-1,638
-2% -$626K 5.05% 4
2025
Q3 		$24M Sell
67,646
-1,846
-3% -$588K 4.94% 2
2025
Q2 		$21.2M Sell
69,492
-83,527
-55% -$25.3M 5.33% 3
2025
Q1 		$44.1M Sell
153,019
-6,174
-4% -$1.63M 11.22% 1
2024
Q4 		$38.5M Sell
159,193
-827
-0.5% -$203K 9.55% 2
2024
Q3 		$38.9M Buy
160,020
+3,602
+2% +$825K 9.29% 1
2024
Q2 		$33.6M Buy
156,418
+1,540
+1% +$333K 8.11% 2
2024
Q1 		$31.9M Sell
154,878
-518
-0.3% -$99.4K 7.96% 1
2023
Q4 		$29.7M Buy
155,396
+23,839
+18% +$4.37M 8.17% 2
2023
Q3 		$22.6M Buy
131,557
+1,808
+1% +$323K 6.74% 2
2023
Q2 		$23.1M Buy
129,749
+69
+0.1% +$12.7K 6.77% 2
2023
Q1 		$23.8M Buy
129,680
+4,562
+4% +$803K 6.95% 2
2022
Q4 		$21.2M Buy
125,118
+3,686
+3% +$594K 5.55% 4
2022
Q3 		$18.8M Buy
121,432
+76
+0.1% +$12.2K 5.28% 3
2022
Q2 		$20.4M Buy
121,356
+2,488
+2% +$435K 6.27% 3
2022
Q1 		$21.5M Buy
118,868
+20,662
+21% +$3.62M 5.43% 3
2021
Q4 		$16.8M Sell
98,206
-2,022
-2% -$339K 4.09% 3
2021
Q3 		$16.5M Sell
100,228
-1,359
-1% -$227K 4.52% 3
2021
Q2 		$16.8M Buy
101,587
+3,989
+4% +$678K 4.26% 3
2021
Q1 		$15.6M Sell
97,598
-22,404
-19% -$3.77M 4.41% 3
2020
Q4 		$21.4M Sell
120,002
-2,480
-2% -$437K 6.56% 2
2020
Q3 		$21.7M Buy
122,482
+1,893
+2% +$340K 7.76% 2
2020
Q2 		$20.2M Sell
120,589
-7,149
-6% -$1.15M 8.14% 2
2020
Q1 		$18.9M Sell
127,738
-2,371
-2% -$353K 8.87% 1
2019
Q4 		$18.1M Hold
130,109
– – 7.24% 2
2019
Q3 		$18.1M Sell
130,109
-9,393
-7% -$1.31M 7.04% 2
2019
Q2 		$18.6M Buy
139,502
+10,313
+8% +$1.27M 6.76% 2
2019
Q1 		$15.8M Sell
129,189
-1,428
-1% -$176K 6.22% 2
2018
Q4 		$15.8M Buy
130,617
+365
+0.3% +$42.4K 6.73% 3
2018
Q3 		$14.7M Sell
130,252
-3,892
-3% -$446K 4.07% 5
2018
Q2 		$15.9M Sell
134,144
-530
-0.4% -$65.6K 4.67% 3
2018
Q1 		$16.9M Buy
+134,674
New +$17M 5.99% 2
2016
Q2 		– Sell
-61,740
Closed -$7.26M – 46
2016
Q1 		$7.26M Buy
+61,740
New +$7M 3.75% 9
2015
Q4 		– Sell
-15,413
Closed -$1.65M – 55
2015
Q3 		$1.65M Buy
+15,413
New +$1.66M 0.95% 28
2015
Q1 		– Sell
-15,803
Closed -$1.79M – 76
2014
Q4 		$1.79M Buy
+15,803
New +$1.82M 0.88% 38
2014
Q1 		– Sell
-13,773
Closed -$1.6M – 54
2013
Q4 		$1.6M Sell
13,773
-8,985
-39% -$1.1M 0.75% 40
2013
Q3 		$2.92M Sell
22,758
-2,325
-9% -$299K 1.4% 34
2013
Q2 		$3.24M Buy
+25,083
New +$3.44M 1.61% 29

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 $445B AUM 25.58% 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 $59.9B AUM 27.01% 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

Bedell Frazier Investment Counselling's GLD Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its SPDR Gold Trust (GLD) stake by 1.9% in Q1 2026, selling an estimated $561K and leaving 64,755 shares worth $27.9M. The position accounts for 5.63% of the portfolio, ranked #2.

Bedell Frazier Investment Counselling first reported a position in GLD in Q2 2013 and has held it in 39 quarters since. The position peaked at $44.1M in Q1 2025. 3,156 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Bedell Frazier Investment Counselling held 64,755 shares of SPDR Gold Trust worth $27.9M as of Q1 2026.
  • Bedell Frazier Investment Counselling sold 1,253 SPDR Gold Trust shares in Q1 2026, an estimated $561K.
  • SPDR Gold Trust made up 5.63% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #2 holding.
  • Bedell Frazier Investment Counselling first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 39 quarters since.
  • Bedell Frazier Investment Counselling's SPDR Gold Trust position peaked at $44.1M in Q1 2025.
  • 3,156 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.