Beverly Hills Private Wealth
GLD icon

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
Q3 		$409K Hold
1,074
– – 0.07% 177
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% -$9.6K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Beverly Hills Private Wealth's GLD Position: Q3 2026 in Review

Beverly Hills Private Wealth held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 1,074 shares worth $409K. The position accounts for 0.07% of the portfolio, ranked #177.

Beverly Hills Private Wealth first reported a position in GLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $463K in Q1 2026. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Beverly Hills Private Wealth held 1,074 shares of SPDR Gold Trust worth $409K as of Q3 2026.
  • Beverly Hills Private Wealth left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.07% of Beverly Hills Private Wealth's portfolio in Q3 2026, its #177 holding.
  • Beverly Hills Private Wealth first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 7 quarters since.
  • Beverly Hills Private Wealth's SPDR Gold Trust position peaked at $463K in Q1 2026.
  • 2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.