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Black Point Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Black Point 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
2025
Q2 		– Sell
-862
Closed -$248K – 11
2025
Q1 		$248K Sell
862
-10
-1% -$2.64K 1.44% 12
2024
Q4 		$211K Sell
872
-111
-11% -$27.3K 0.24% 39
2024
Q3 		$239K Hold
983
– – 0.28% 37
2024
Q2 		$211K Buy
+983
New +$213K 0.22% 41

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Black Point Wealth Management's GLD Position: Q2 2025 in Review

Black Point Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 862 shares — an estimated $248K sold.

Black Point Wealth Management first reported a position in GLD in Q2 2024 and held it in 4 quarters. The position peaked at $248K in Q1 2025. 2,655 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

  • Black Point Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 862 SPDR Gold Trust shares in Q2 2025, an estimated $248K.
  • Black Point Wealth Management first reported a position in SPDR Gold Trust in Q2 2024 and held it in 4 quarters.
  • Black Point Wealth Management's SPDR Gold Trust position peaked at $248K in Q1 2025.
  • 2,655 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Black Point Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.