Bigelow Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Bigelow Investment Advisors’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	$588K	Sell	1,366 -168	-11%	-$75.2K	0.24%	98
2025 Q4	$608K	Sell	1,534 -61	-4%	-$23.3K	0.24%	99
2025 Q3	$567K	Hold	1,595	–	–	0.23%	99
2025 Q2	$486K	Hold	1,595	–	–	0.21%	111
2025 Q1	$460K	Buy	1,595 +76	+5%	+$20.1K	0.22%	108
2024 Q4	$368K	Sell	1,519 -45	-3%	-$11.1K	0.17%	124
2024 Q3	$380K	Hold	1,564	–	–	0.17%	129
2024 Q2	$336K	Hold	1,564	–	–	0.16%	131
2024 Q1	$322K	Sell	1,564 -196	-11%	-$37.6K	0.16%	131
2023 Q4	$336K	Sell	1,760 -30	-2%	-$5.5K	0.18%	121
2023 Q3	$307K	Sell	1,790 -323	-15%	-$57.8K	0.18%	119
2023 Q2	$377K	Buy	+2,113	New	+$388K	0.21%	113
2023 Q1	–	Sell	-2,652	Closed	-$467K	–	87
2022 Q4	$450K	Buy	2,652 +1,061	+67%	+$171K	0.26%	101
2022 Q3	$246K	Buy	1,591 +309	+24%	+$49.7K	0.15%	125
2022 Q2	$216K	Buy	1,282 +72	+6%	+$12.6K	0.12%	135
2022 Q1	$219K	Sell	1,210 -42	-3%	-$7.37K	0.1%	142
2021 Q4	$214K	Sell	1,252 -36	-3%	-$6.04K	0.1%	139
2021 Q3	$212K	Buy	+1,288	New	+$216K	0.1%	136

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bigelow Investment Advisors's GLD Position: Q1 2026 in Review

Bigelow Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 11% in Q1 2026, selling an estimated $75.2K and leaving 1,366 shares worth $588K. The position accounts for 0.24% of the portfolio, ranked #98.

Bigelow Investment Advisors first reported a position in GLD in Q3 2021 and has held it in 18 quarters since. The position peaked at $608K in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Bigelow Investment Advisors held 1,366 shares of SPDR Gold Trust worth $588K as of Q1 2026.
Bigelow Investment Advisors sold 168 SPDR Gold Trust shares in Q1 2026, an estimated $75.2K.
SPDR Gold Trust made up 0.24% of Bigelow Investment Advisors's portfolio in Q1 2026, its #98 holding.
Bigelow Investment Advisors first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 18 quarters since.
Bigelow Investment Advisors's SPDR Gold Trust position peaked at $608K in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.