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Beverly Hills Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Beverly Hills Private Wealth’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 		$396K Sell
1,074
-2
-0.2% -$829 0.08% 171
2026
Q1 		$463K Buy
1,076
+5
+0.5% +$2.24K 0.08% 200
2025
Q4 		$424K Hold
1,071
– – 0.07% 202
2025
Q3 		$381K Sell
1,071
-30
-3% -$9.56K 0.07% 223
2025
Q2 		$336K Buy
1,101
+100
+10% +$30.3K 0.06% 241
2025
Q1 		$288K Buy
+1,001
New +$265K 0.06% 277

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

Beverly Hills Private Wealth's GLD Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its SPDR Gold Trust (GLD) stake by 0.19% in Q2 2026, selling an estimated $829 and leaving 1,074 shares worth $396K. The position accounts for 0.08% of the portfolio, ranked #171.

Beverly Hills Private Wealth first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $463K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Beverly Hills Private Wealth held 1,074 shares of SPDR Gold Trust worth $396K as of Q2 2026.
  • Beverly Hills Private Wealth sold 2 SPDR Gold Trust shares in Q2 2026, an estimated $829.
  • SPDR Gold Trust made up 0.08% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #171 holding.
  • Beverly Hills Private Wealth first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Beverly Hills Private Wealth's SPDR Gold Trust position peaked at $463K in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.