BFG
GLD icon

Berger Financial Group’s SPDR Gold Trust GLD Stock Holding History

Berger Financial Group’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 		$1.56M Sell
3,636
-435
-11% -$195K 0.09% 166
2025
Q4 		$1.61M Buy
4,071
+269
+7% +$103K 0.09% 163
2025
Q3 		$1.35M Buy
3,802
+591
+18% +$188K 0.08% 176
2025
Q2 		$979K Sell
3,211
-537
-14% -$163K 0.06% 199
2025
Q1 		$1.08M Buy
3,748
+67
+2% +$17.7K 0.08% 180
2024
Q4 		$891K Buy
3,681
+578
+19% +$142K 0.06% 186
2024
Q3 		$754K Buy
3,103
+498
+19% +$114K 0.05% 184
2024
Q2 		$560K Buy
2,605
+120
+5% +$26K 0.04% 201
2024
Q1 		$511K Sell
2,485
-12
-0.5% -$2.3K 0.04% 205
2023
Q4 		$477K Buy
2,497
+98
+4% +$18K 0.05% 170
2023
Q3 		$411K Buy
2,399
+3
+0.1% +$536 0.05% 170
2023
Q2 		$427K Buy
2,396
+143
+6% +$26.3K 0.05% 175
2023
Q1 		$413K Buy
2,253
+314
+16% +$55.3K 0.05% 174
2022
Q4 		$329K Sell
1,939
-1,488
-43% -$240K 0.04% 192
2022
Q3 		$530K Buy
3,427
+1,410
+70% +$227K 0.08% 135
2022
Q2 		$340K Buy
2,017
+28
+1% +$4.89K 0.05% 169
2022
Q1 		$359K Buy
1,989
+67
+3% +$11.8K 0.05% 182
2021
Q4 		$329K Sell
1,922
-176
-8% -$29.5K 0.04% 196
2021
Q3 		$345K Sell
2,098
-269
-11% -$45K 0.06% 143
2021
Q2 		$392K Hold
2,367
– – 0.07% 136
2021
Q1 		$379K Buy
2,367
+55
+2% +$9.24K 0.08% 133
2020
Q4 		$412K Buy
+2,312
New +$407K 0.07% 141

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

Berger Financial Group's GLD Position: Q1 2026 in Review

Berger Financial Group reduced its SPDR Gold Trust (GLD) stake by 11% in Q1 2026, selling an estimated $195K and leaving 3,636 shares worth $1.56M. The position accounts for 0.09% of the portfolio, ranked #166.

Berger Financial Group first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.61M in Q4 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Berger Financial Group held 3,636 shares of SPDR Gold Trust worth $1.56M as of Q1 2026.
  • Berger Financial Group sold 435 SPDR Gold Trust shares in Q1 2026, an estimated $195K.
  • SPDR Gold Trust made up 0.09% of Berger Financial Group's portfolio in Q1 2026, its #166 holding.
  • Berger Financial Group first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's SPDR Gold Trust position peaked at $1.61M in Q4 2025.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.