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

Birchcreek 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	$368K	Buy	998 +256	+35%	+$106K	0.14%	98
2026 Q1	$319K	Hold	742	–	–	0.15%	90
2025 Q4	$294K	Hold	742	–	–	0.14%	92
2025 Q3	$264K	Hold	742	–	–	0.14%	98
2025 Q2	$226K	Hold	742	–	–	0.13%	101
2025 Q1	$214K	Buy	+742	New	+$196K	0.13%	110
2022 Q1	–	Sell	-1,401	Closed	-$240K	–	115
2021 Q4	$240K	Sell	1,401 -141	-9%	-$23.7K	0.21%	100
2021 Q3	$253K	Sell	1,542 -45	-3%	-$7.53K	0.24%	94
2021 Q2	$263K	Sell	1,587 -31	-2%	-$5.27K	0.25%	90
2021 Q1	$259K	Sell	1,618 -697	-30%	-$117K	0.27%	88
2020 Q4	$412K	Buy	+2,315	New	+$408K	0.4%	58

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Birchcreek Wealth Management increased its SPDR Gold Trust (GLD) stake by 35% in Q2 2026, buying an estimated $106K and bringing the position to 998 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #98.

Birchcreek Wealth Management first reported a position in GLD in Q4 2020 and has held it in 11 quarters since. The position peaked at $412K in Q4 2020. 3,025 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Birchcreek Wealth Management held 998 shares of SPDR Gold Trust worth $368K as of Q2 2026.
Birchcreek Wealth Management bought 256 SPDR Gold Trust shares in Q2 2026, an estimated $106K.
SPDR Gold Trust made up 0.14% of Birchcreek Wealth Management's portfolio in Q2 2026, its #98 holding.
Birchcreek Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 11 quarters since.
Birchcreek Wealth Management's SPDR Gold Trust position peaked at $412K in Q4 2020.
3,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.