Betterment LLC
GLD icon

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
Q2 		$5.79M Buy
15,727
+334
+2% +$138K 0.01% 163
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 $1.55T 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

Betterment LLC's GLD Position: Q2 2026 in Review

Betterment LLC increased its SPDR Gold Trust (GLD) stake by 2.2% in Q2 2026, buying an estimated $138K and bringing the position to 15,727 shares worth $5.79M. The position accounts for 0.01% of the portfolio, ranked #163.

Betterment LLC first reported a position in GLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.62M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Betterment LLC held 15,727 shares of SPDR Gold Trust worth $5.79M as of Q2 2026.
  • Betterment LLC bought 334 SPDR Gold Trust shares in Q2 2026, an estimated $138K.
  • SPDR Gold Trust made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #163 holding.
  • Betterment LLC first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • Betterment LLC's SPDR Gold Trust position peaked at $6.62M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.