BKM Wealth Management
GLD icon

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
Q3 		$2.43M Buy
6,389
+799
+14% +$312K 0.79% 32
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

BKM Wealth Management's GLD Position: Q3 2026 in Review

BKM Wealth Management increased its SPDR Gold Trust (GLD) stake by 14% in Q3 2026, buying an estimated $312K and bringing the position to 6,389 shares worth $2.43M. The position accounts for 0.79% of the portfolio, ranked #32.

BKM Wealth Management first reported a position in GLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.76M in Q1 2026. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • BKM Wealth Management held 6,389 shares of SPDR Gold Trust worth $2.43M as of Q3 2026.
  • BKM Wealth Management bought 799 SPDR Gold Trust shares in Q3 2026, an estimated $312K.
  • SPDR Gold Trust made up 0.79% of BKM Wealth Management's portfolio in Q3 2026, its #32 holding.
  • BKM Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's SPDR Gold Trust position peaked at $2.76M in Q1 2026.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.