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Bernardo Wealth Planning’s SPDR Gold Trust GLD Stock Holding History

Bernardo Wealth Planning’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 		$367K Hold
996
– – 0.06% 98
2026
Q1 		$429K Sell
996
-45
-4% -$20.2K 0.08% 80
2025
Q4 		$413K Sell
1,041
-91
-8% -$34.8K 0.08% 84
2025
Q3 		$402K Buy
1,132
+105
+10% +$33.5K 0.08% 81
2025
Q2 		$313K Hold
1,027
– – 0.07% 90
2025
Q1 		$296K Hold
1,027
– – 0.07% 91
2024
Q4 		$255K Hold
1,027
– – 0.06% 99
2024
Q3 		$255K Hold
1,027
– – 0.06% 95
2024
Q2 		$221K Sell
1,027
-117
-10% -$25.3K 0.06% 94
2024
Q1 		$235K Hold
1,144
– – 0.07% 91
2023
Q4 		$219K Buy
+1,144
New +$210K 0.07% 82
2023
Q3 		– Sell
-1,124
Closed -$200K – 87
2023
Q2 		$200K Buy
+1,124
New +$207K 0.08% 85
2022
Q3 		– Sell
-1,457
Closed -$245K – 86
2022
Q2 		$245K Hold
1,457
– – 0.14% 72
2022
Q1 		$263K Buy
1,457
+25
+2% +$4.39K 0.13% 73
2021
Q4 		$244K Sell
1,432
-50
-3% -$8.39K 0.12% 71
2021
Q3 		$243K Buy
1,482
+50
+3% +$8.37K 0.14% 67
2021
Q2 		$237K Hold
1,432
– – 0.14% 69
2021
Q1 		$229K Sell
1,432
-934
-39% -$157K 0.15% 69
2020
Q4 		$421K Buy
2,366
+452
+24% +$79.6K 0.16% 108
2020
Q3 		$339K Buy
1,914
+260
+16% +$46.7K 0.15% 114
2020
Q2 		$276K Buy
1,654
+300
+22% +$48.4K 0.15% 113
2020
Q1 		$200K Buy
+1,354
New +$202K 0.14% 127

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 $60.8B AUM 26.63% 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

Bernardo Wealth Planning's GLD Position: Q2 2026 in Review

Bernardo Wealth Planning held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 996 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #98.

Bernardo Wealth Planning first reported a position in GLD in Q1 2020 and has held it in 22 quarters since. The position peaked at $429K in Q1 2026. 3,025 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Bernardo Wealth Planning held 996 shares of SPDR Gold Trust worth $367K as of Q2 2026.
  • Bernardo Wealth Planning left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.06% of Bernardo Wealth Planning's portfolio in Q2 2026, its #98 holding.
  • Bernardo Wealth Planning first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 22 quarters since.
  • Bernardo Wealth Planning's SPDR Gold Trust position peaked at $429K in Q1 2026.
  • 3,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.