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 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 $1.37T 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

Birchcreek Wealth Management's GLD Position: Q1 2026 in Review

Birchcreek Wealth Management held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 742 shares worth $319K. The position accounts for 0.15% of the portfolio, ranked #90.

Birchcreek Wealth Management first reported a position in GLD in Q4 2020 and has held it in 10 quarters since. The position peaked at $412K in Q4 2020. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Birchcreek Wealth Management held 742 shares of SPDR Gold Trust worth $319K as of Q1 2026.
Birchcreek Wealth Management left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up 0.15% of Birchcreek Wealth Management's portfolio in Q1 2026, its #90 holding.
Birchcreek Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 10 quarters since.
Birchcreek Wealth Management's SPDR Gold Trust position peaked at $412K in Q4 2020.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.