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Berman McAleer’s SPDR Gold Trust GLD Stock Holding History

Berman McAleer’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 		$274K Hold
745
– – 0.03% 135
2026
Q1 		$321K Buy
745
+140
+23% +$62.7K 0.04% 123
2025
Q4 		$240K Hold
605
– – 0.03% 142
2025
Q3 		$215K Buy
+605
New +$193K 0.03% 151

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Berman McAleer's GLD Position: Q2 2026 in Review

Berman McAleer held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 745 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #135.

Berman McAleer first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $321K in Q1 2026. 3,007 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Berman McAleer held 745 shares of SPDR Gold Trust worth $274K as of Q2 2026.
  • Berman McAleer left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.03% of Berman McAleer's portfolio in Q2 2026, its #135 holding.
  • Berman McAleer first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's SPDR Gold Trust position peaked at $321K in Q1 2026.
  • 3,007 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.