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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bellwether Advisors's GLD Position: Q1 2026 in Review

Bellwether Advisors opened a new position in SPDR Gold Trust (GLD) in Q1 2026: 27,125 shares worth $11.7M. The stake represents 1.98% of the portfolio and ranks #11 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in GLD as recently as Q2 2025.

Bellwether Advisors first reported a position in GLD in Q2 2024 and has held it in 5 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Bellwether Advisors held 27,125 shares of SPDR Gold Trust worth $11.7M as of Q1 2026.
SPDR Gold Trust was a new Bellwether Advisors position in Q1 2026.
SPDR Gold Trust made up 1.98% of Bellwether Advisors's portfolio in Q1 2026, its #11 holding.
Bellwether Advisors first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 5 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.