Bellwether Advisors’s SPDR Gold Trust GLD Stock Holding History

Bellwether 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 Q2	$4.83M	Sell	13,114 -14,011	-52%	-$5.8M	0.72%	38
2026 Q1	$11.7M	Buy	+27,125	New	+$12.1M	1.98%	11
2025 Q3	–	Sell	-121	Closed	-$36.9K	–	306
2025 Q2	$36.9K	Sell	121 -322	-73%	-$97.5K	0.01%	242
2025 Q1	$128K	Buy	443 +422	+2,010%	+$112K	0.03%	151
2024 Q4	$5.08K	Buy	+21	New	+$5.16K	﹤0.01%	376
2024 Q3	–	Sell	-35,327	Closed	-$7.6M	–	130
2024 Q2	$7.6M	Buy	+35,327	New	+$7.64M	1.59%	16

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bellwether Advisors's GLD Position: Q2 2026 in Review

Bellwether Advisors reduced its SPDR Gold Trust (GLD) stake by 52% in Q2 2026, selling an estimated $5.8M and leaving 13,114 shares worth $4.83M. The position accounts for 0.72% of the portfolio, ranked #38.

Bellwether Advisors first reported a position in GLD in Q2 2024 and has held it in 6 quarters since. The position peaked at $11.7M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Bellwether Advisors held 13,114 shares of SPDR Gold Trust worth $4.83M as of Q2 2026.
Bellwether Advisors sold 14,011 SPDR Gold Trust shares in Q2 2026, an estimated $5.8M.
SPDR Gold Trust made up 0.72% of Bellwether Advisors's portfolio in Q2 2026, its #38 holding.
Bellwether Advisors first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 6 quarters since.
Bellwether Advisors's SPDR Gold Trust position peaked at $11.7M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.