Birchwood Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Birchwood Financial Partners’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	–	Sell	-8	Closed	-$3.17K	–	359
2025 Q4	$3.17K	Buy	+8	New	+$3.06K	﹤0.01%	322

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Birchwood Financial Partners's GLD Position: Q1 2026 in Review

Birchwood Financial Partners sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 8 shares — an estimated $3.17K sold.

Birchwood Financial Partners first reported a position in GLD in Q4 2025 and held it in 1 quarter. The position peaked at $3.17K in Q4 2025. 3,163 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Birchwood Financial Partners reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
Birchwood Financial Partners sold 8 SPDR Gold Trust shares in Q1 2026, an estimated $3.17K.
Birchwood Financial Partners first reported a position in SPDR Gold Trust in Q4 2025 and held it in 1 quarter.
Birchwood Financial Partners's SPDR Gold Trust position peaked at $3.17K in Q4 2025.
3,163 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Birchwood Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.