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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
2021
Q1 		– Sell
-49,700
Closed -$8.86M – 92
2020
Q4 		$8.86M Hold
49,700
– – 2.72% 7
2020
Q3 		$8.8M Buy
+49,700
New +$8.93M 3.15% 7

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 $1.81T AUM 41.13% 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. 3,159 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.
  • 3,159 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.