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Birch Hill Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Birch Hill 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
Q2 		$527K Buy
1,430
+180
+14% +$74.6K 0.02% 147
2026
Q1 		$538K Buy
1,250
+10
+0.8% +$4.48K 0.02% 141
2025
Q4 		$491K Sell
1,240
-100
-7% -$38.2K 0.02% 146
2025
Q3 		$476K Hold
1,340
– – 0.02% 146
2025
Q2 		$408K Buy
1,340
+115
+9% +$34.8K 0.02% 151
2025
Q1 		$353K Hold
1,225
– – 0.02% 154
2024
Q4 		$297K Hold
1,225
– – 0.01% 162
2024
Q3 		$298K Hold
1,225
– – 0.01% 156
2024
Q2 		$263K Sell
1,225
-200
-14% -$43.3K 0.01% 155
2024
Q1 		$293K Sell
1,425
-182
-11% -$34.9K 0.01% 148
2023
Q4 		$307K Sell
1,607
-430
-21% -$78.8K 0.02% 137
2023
Q3 		$349K Sell
2,037
-40
-2% -$7.15K 0.02% 130
2023
Q2 		$370K Sell
2,077
-200
-9% -$36.7K 0.02% 127
2023
Q1 		$417K Sell
2,277
-150
-6% -$26.4K 0.03% 126
2022
Q4 		$412K Hold
2,427
– – 0.03% 122
2022
Q3 		$375K Hold
2,427
– – 0.03% 119
2022
Q2 		$409K Hold
2,427
– – 0.03% 119
2022
Q1 		$438K Sell
2,427
-150
-6% -$26.3K 0.02% 125
2021
Q4 		$441K Hold
2,577
– – 0.02% 130
2021
Q3 		$423K Hold
2,577
– – 0.02% 127
2021
Q2 		$427K Buy
2,577
+300
+13% +$51K 0.02% 125
2021
Q1 		$364K Hold
2,277
– – 0.02% 127
2020
Q4 		$406K Hold
2,277
– – 0.02% 117
2020
Q3 		$403K Hold
2,277
– – 0.03% 110
2020
Q2 		$381K Buy
2,277
+800
+54% +$129K 0.03% 111
2020
Q1 		$219K Hold
1,477
– – 0.02% 126
2019
Q4 		$211K Hold
1,477
– – 0.01% 143
2019
Q3 		$205K Buy
+1,477
New +$205K 0.01% 142

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

Birch Hill Investment Advisors's GLD Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its SPDR Gold Trust (GLD) stake by 14% in Q2 2026, buying an estimated $74.6K and bringing the position to 1,430 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #147.

Birch Hill Investment Advisors first reported a position in GLD in Q3 2019 and has held it in 28 quarters since. The position peaked at $538K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Birch Hill Investment Advisors held 1,430 shares of SPDR Gold Trust worth $527K as of Q2 2026.
  • Birch Hill Investment Advisors bought 180 SPDR Gold Trust shares in Q2 2026, an estimated $74.6K.
  • SPDR Gold Trust made up 0.02% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #147 holding.
  • Birch Hill Investment Advisors first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 28 quarters since.
  • Birch Hill Investment Advisors's SPDR Gold Trust position peaked at $538K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.