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

Berkshire Money 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	–	Sell	-1,166	Closed	-$462K	–	76
2025 Q4	$462K	Buy	+1,166	New	+$445K	0.04%	73
2025 Q3	–	Sell	-816	Closed	-$249K	–	76
2025 Q2	$249K	Buy	816 +80	+11%	+$24.2K	0.03%	89
2025 Q1	$212K	Buy	+736	New	+$195K	0.02%	96

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 $445B AUM 25.58% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 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

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

Berkshire Money Management sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 1,166 shares — an estimated $462K sold.

Berkshire Money Management first reported a position in GLD in Q1 2025 and held it in 3 quarters. The position peaked at $462K in Q4 2025. 3,156 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Berkshire Money Management reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 1,166 SPDR Gold Trust shares in Q1 2026, an estimated $462K.
Berkshire Money Management first reported a position in SPDR Gold Trust in Q1 2025 and held it in 3 quarters.
Berkshire Money Management's SPDR Gold Trust position peaked at $462K in Q4 2025.
3,156 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.