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Berkshire Asset Management’s SPDR Gold Trust GLD Stock Holding History

Berkshire Asset Management’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 		$568K Sell
1,321
-75
-5% -$33.6K 0.02% 167
2025
Q4 		$553K Buy
1,396
+377
+37% +$144K 0.02% 164
2025
Q3 		$362K Sell
1,019
-3
-0.3% -$956 0.02% 223
2025
Q2 		$312K Sell
1,022
-37
-3% -$11.2K 0.01% 226
2025
Q1 		$323K Sell
1,059
-3,657
-78% -$967K 0.02% 226
2024
Q4 		$472K Buy
4,716
+3,542
+302% +$870K 0.02% 198
2024
Q3 		$252K Hold
1,174
– – 0.01% 251
2024
Q2 		$252K Sell
1,174
-420
-26% -$90.8K 0.01% 253
2024
Q1 		$328K Sell
1,594
-25
-2% -$4.8K 0.02% 192
2023
Q4 		$310K Hold
1,619
– – 0.02% 194
2023
Q3 		$278K Hold
1,619
– – 0.02% 201
2023
Q2 		$289K Buy
1,619
+17
+1% +$3.12K 0.02% 201
2023
Q1 		$294K Buy
+1,602
New +$282K 0.02% 192
2022
Q4 		– Sell
-1,350
Closed -$209K – 171
2022
Q3 		$209K Hold
1,350
– – 0.01% 207
2022
Q2 		$227K Hold
1,350
– – 0.01% 208
2022
Q1 		$244K Sell
1,350
-200
-13% -$35.1K 0.02% 186
2021
Q4 		$265K Sell
1,550
-29
-2% -$4.87K 0.02% 215
2021
Q3 		$259K Buy
1,579
+275
+21% +$46K 0.02% 208
2021
Q2 		$216K Buy
+1,304
New +$222K 0.01% 223
2014
Q1 		– Sell
-2,750
Closed -$319K – 161
2013
Q4 		$319K Sell
2,750
-7,319
-73% -$899K 0.06% 135
2013
Q3 		$1.29M Hold
10,069
– – 0.31% 72
2013
Q2 		$1.2M Buy
+10,069
New +$1.38M 0.33% 70

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

Berkshire Asset Management's GLD Position: Q1 2026 in Review

Berkshire Asset Management reduced its SPDR Gold Trust (GLD) stake by 5.4% in Q1 2026, selling an estimated $33.6K and leaving 1,321 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #167.

Berkshire Asset Management first reported a position in GLD in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.29M in Q3 2013. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Berkshire Asset Management held 1,321 shares of SPDR Gold Trust worth $568K as of Q1 2026.
  • Berkshire Asset Management sold 75 SPDR Gold Trust shares in Q1 2026, an estimated $33.6K.
  • SPDR Gold Trust made up 0.02% of Berkshire Asset Management's portfolio in Q1 2026, its #167 holding.
  • Berkshire Asset Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 22 quarters since.
  • Berkshire Asset Management's SPDR Gold Trust position peaked at $1.29M in Q3 2013.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.