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Bernicke Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Bernicke Wealth 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
-776
Closed -$308K – 104
2025
Q4 		$308K Buy
+776
New +$296K 0.04% 81

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 $1.89T 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 $530B AUM 22.01% 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 $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Bernicke Wealth Management's GLD Position: Q1 2026 in Review

Bernicke Wealth Management sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 776 shares — an estimated $308K sold.

Bernicke Wealth Management first reported a position in GLD in Q4 2025 and held it in 1 quarter. The position peaked at $308K in Q4 2025. 3,159 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Bernicke Wealth Management reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Bernicke Wealth Management sold 776 SPDR Gold Trust shares in Q1 2026, an estimated $308K.
  • Bernicke Wealth Management first reported a position in SPDR Gold Trust in Q4 2025 and held it in 1 quarter.
  • Bernicke Wealth Management's SPDR Gold Trust position peaked at $308K in Q4 2025.
  • 3,159 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Bernicke Wealth Management's 13F filing for Q1 2026, filed 11 Aug 2026.