Betterment LLC
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Betterment LLC’s SPDR Gold Trust GLD Stock Holding History

Betterment LLC’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 		$6.62M Buy
15,393
+2,738
+22% +$1.23M 0.01% 160
2025
Q4 		$5.01M Buy
12,655
+3,845
+44% +$1.47M 0.01% 161
2025
Q3 		$3.13M Buy
8,810
+2,343
+36% +$747K 0.01% 191
2025
Q2 		$1.97M Buy
6,467
+994
+18% +$301K ﹤0.01% 210
2025
Q1 		$1.58M Buy
5,473
+387
+8% +$102K ﹤0.01% 221
2024
Q4 		$1.23M Sell
5,086
-1,909
-27% -$469K ﹤0.01% 240
2024
Q3 		$1.7M Buy
6,995
+484
+7% +$111K ﹤0.01% 198
2024
Q2 		$1.4M Buy
6,511
+1,634
+34% +$353K ﹤0.01% 195
2024
Q1 		$1M Sell
4,877
-1,019
-17% -$196K ﹤0.01% 201
2023
Q4 		$1.13M Sell
5,896
-513
-8% -$94K ﹤0.01% 168
2023
Q3 		$1.1M Buy
6,409
+1,762
+38% +$315K ﹤0.01% 151
2023
Q2 		$828K Buy
+4,647
New +$854K ﹤0.01% 167

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

Betterment LLC's GLD Position: Q1 2026 in Review

Betterment LLC increased its SPDR Gold Trust (GLD) stake by 22% in Q1 2026, buying an estimated $1.23M and bringing the position to 15,393 shares worth $6.62M. The position accounts for 0.01% of the portfolio, ranked #160.

Betterment LLC first reported a position in GLD in Q2 2023 and has held it in 12 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Betterment LLC held 15,393 shares of SPDR Gold Trust worth $6.62M as of Q1 2026.
  • Betterment LLC bought 2,738 SPDR Gold Trust shares in Q1 2026, an estimated $1.23M.
  • SPDR Gold Trust made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #160 holding.
  • Betterment LLC first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 12 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.