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

BKM 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	$2.06M	Sell	5,590 -822	-13%	-$341K	0.73%	37
2026 Q1	$2.76M	Sell	6,412 -150	-2%	-$67.2K	1.01%	28
2025 Q4	$2.6M	Buy	6,562 +137	+2%	+$52.3K	0.95%	30
2025 Q3	$2.28M	Sell	6,425 -11	-0.2%	-$3.5K	0.84%	34
2025 Q2	$1.96M	Buy	6,436 +73	+1%	+$22.1K	0.77%	39
2025 Q1	$1.83M	Buy	6,363 +525	+9%	+$139K	0.75%	41
2024 Q4	$1.41M	Buy	5,838 +327	+6%	+$80.4K	0.58%	53
2024 Q3	$1.34M	Sell	5,511 -224	-4%	-$51.3K	0.54%	58
2024 Q2	$1.23M	Sell	5,735 -204	-3%	-$44.1K	0.59%	51
2024 Q1	$1.22M	Sell	5,939 -90	-1%	-$17.3K	0.53%	62
2023 Q4	$1.15M	Buy	+6,029	New	+$1.1M	0.49%	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

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

BKM Wealth Management reduced its SPDR Gold Trust (GLD) stake by 13% in Q2 2026, selling an estimated $341K and leaving 5,590 shares worth $2.06M. The position accounts for 0.73% of the portfolio, ranked #37.

BKM Wealth Management first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.76M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

BKM Wealth Management held 5,590 shares of SPDR Gold Trust worth $2.06M as of Q2 2026.
BKM Wealth Management sold 822 SPDR Gold Trust shares in Q2 2026, an estimated $341K.
SPDR Gold Trust made up 0.73% of BKM Wealth Management's portfolio in Q2 2026, its #37 holding.
BKM Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's SPDR Gold Trust position peaked at $2.76M in Q1 2026.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.