Birch Capital Management’s SPDR Gold Trust GLD Stock Holding History

Birch Capital 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	$180K	Hold	488	–	–	0.09%	59
2026 Q1	$210K	Sell	488 -47	-9%	-$21K	0.11%	56
2025 Q4	$212K	Hold	535	–	–	0.11%	56
2025 Q3	$190K	Hold	535	–	–	0.1%	56
2025 Q2	$163K	Hold	535	–	–	0.08%	58
2025 Q1	$154K	Hold	535	–	–	0.08%	60
2024 Q4	$130K	Buy	+535	New	+$131K	0.07%	63
2023 Q1	–	Sell	-50	Closed	-$8.48K	–	102
2022 Q4	$8.48K	Hold	50	–	–	0.01%	88
2022 Q3	$7.73K	Sell	50 -50	-50%	-$8.04K	0.01%	89
2022 Q2	$16.8K	Buy	+100	New	+$17.5K	0.01%	88

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Birch Capital Management's GLD Position: Q2 2026 in Review

Birch Capital Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 488 shares worth $180K. The position accounts for 0.09% of the portfolio, ranked #59.

Birch Capital Management first reported a position in GLD in Q2 2022 and has held it in 10 quarters since. The position peaked at $212K in Q4 2025. 1,295 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Birch Capital Management held 488 shares of SPDR Gold Trust worth $180K as of Q2 2026.
Birch Capital Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.09% of Birch Capital Management's portfolio in Q2 2026, its #59 holding.
Birch Capital Management first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 10 quarters since.
Birch Capital Management's SPDR Gold Trust position peaked at $212K in Q4 2025.
1,295 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.