BigSur Wealth Management’s SPDR Gold Trust GLD Stock Holding History

BigSur Wealth Management’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	$5.91M	Buy	16,038 +1,700	+12%	+$704K	1.42%	18
2026 Q1	$6.17M	Buy	14,338 +545	+4%	+$244K	1.73%	13
2025 Q4	$5.47M	Sell	13,793 -722	-5%	-$276K	1.33%	19
2025 Q3	$5.16M	Buy	14,515 +1,400	+11%	+$446K	1.26%	19
2025 Q2	$4M	Sell	13,115 -3,800	-22%	-$1.15M	1.01%	27
2025 Q1	$4.87M	Hold	16,915	–	–	1.32%	18
2024 Q4	$4.1M	Sell	16,915 -3,400	-17%	-$836K	1.17%	21
2024 Q3	$4.94M	Buy	20,315 +1,500	+8%	+$344K	1.36%	19
2024 Q2	$4.05M	Hold	18,815	–	–	1.24%	20
2024 Q1	$3.87M	Hold	18,815	–	–	1.21%	20
2023 Q4	$3.6M	Buy	18,815 +1,900	+11%	+$348K	1.71%	12
2023 Q3	$2.9M	Sell	16,915 -100	-0.6%	-$17.9K	1.46%	15
2023 Q2	$3.03M	Buy	17,015 +2,615	+18%	+$480K	1.45%	16
2023 Q1	$2.64M	Buy	+14,400	New	+$2.53M	1.24%	20
2022 Q3	–	Sell	-23,915	Closed	-$4.03M	–	127
2022 Q2	$4.03M	Hold	23,915	–	–	1.9%	10
2022 Q1	$4.32M	Buy	23,915 +2,000	+9%	+$351K	1.68%	13
2021 Q4	$3.75M	Hold	21,915	–	–	1.47%	17
2021 Q3	$3.6M	Hold	21,915	–	–	1.62%	13
2021 Q2	$3.63M	Buy	+21,915	New	+$3.72M	1.64%	14
2021 Q1	–	Sell	-36,715	Closed	-$6.55M	–	132
2020 Q4	$6.55M	Hold	36,715	–	–	3.7%	5
2020 Q3	$6.5M	Buy	36,715 +17,200	+88%	+$3.09M	4.14%	5
2020 Q2	$3.27M	Buy	19,515 +12,400	+174%	+$2M	2.34%	8
2020 Q1	$1.05M	Hold	7,115	–	–	0.79%	30
2019 Q4	$1.02M	Hold	7,115	–	–	0.57%	46
2019 Q3	$988K	Hold	7,115	–	–	0.67%	41
2019 Q2	$929K	Sell	7,115 -2,000	-22%	-$247K	0.65%	39
2019 Q1	$1.11M	Buy	9,115 +5,100	+127%	+$628K	0.73%	33
2018 Q4	$487K	Hold	4,015	–	–	0.35%	55
2018 Q3	$453K	Hold	4,015	–	–	0.28%	61
2018 Q2	$476K	Hold	4,015	–	–	0.35%	55
2018 Q1	$505K	Hold	4,015	–	–	0.36%	56
2017 Q4	$496K	Hold	4,015	–	–	0.49%	47
2017 Q3	$488K	Sell	4,015 -552	-12%	-$67.1K	0.49%	53
2017 Q2	$546K	Hold	4,567	–	–	0.55%	49
2017 Q1	$530K	Sell	4,567 -241	-5%	-$28K	0.57%	44
2016 Q4	$527K	Buy	+4,808	New	+$558K	0.71%	37

Other funds holding GLD

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BigSur Wealth Management's GLD Position: Q2 2026 in Review

BigSur Wealth Management increased its SPDR Gold Trust (GLD) stake by 12% in Q2 2026, buying an estimated $704K and bringing the position to 16,038 shares worth $5.91M. The position accounts for 1.42% of the portfolio, ranked #18.

BigSur Wealth Management first reported a position in GLD in Q4 2016 and has held it in 36 quarters since. The position peaked at $6.55M in Q4 2020. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

BigSur Wealth Management held 16,038 shares of SPDR Gold Trust worth $5.91M as of Q2 2026.
BigSur Wealth Management bought 1,700 SPDR Gold Trust shares in Q2 2026, an estimated $704K.
SPDR Gold Trust made up 1.42% of BigSur Wealth Management's portfolio in Q2 2026, its #18 holding.
BigSur Wealth Management first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 36 quarters since.
BigSur Wealth Management's SPDR Gold Trust position peaked at $6.55M in Q4 2020.
1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.