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 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 $1.37T 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

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

BKM Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q1 2026, selling an estimated $67.2K and leaving 6,412 shares worth $2.76M. The position accounts for 1.01% of the portfolio, ranked #28.

BKM Wealth Management first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

BKM Wealth Management held 6,412 shares of SPDR Gold Trust worth $2.76M as of Q1 2026.
BKM Wealth Management sold 150 SPDR Gold Trust shares in Q1 2026, an estimated $67.2K.
SPDR Gold Trust made up 1.01% of BKM Wealth Management's portfolio in Q1 2026, its #28 holding.
BKM Wealth Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.