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Bleakley Financial Group’s SPDR Gold Trust GLD Stock Holding History

Bleakley Financial Group’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 		$47M Sell
127,520
-847
-0.7% -$351K 0.6% 39
2026
Q1 		$55.2M Buy
128,367
+759
+0.6% +$340K 0.86% 26
2025
Q4 		$50.6M Buy
127,608
+927
+0.7% +$354K 0.88% 30
2025
Q3 		$45M Sell
126,681
-2,736
-2% -$872K 1.04% 20
2025
Q2 		$39.5M Sell
129,417
-433
-0.3% -$131K 1% 23
2025
Q1 		$37.4M Buy
129,850
+18,821
+17% +$4.98M 1.2% 17
2024
Q4 		$26.9M Sell
111,029
-6,093
-5% -$1.5M 0.81% 24
2024
Q3 		$28.5M Buy
117,122
+1,217
+1% +$279K 0.87% 19
2024
Q2 		$24.9M Buy
115,905
+1,719
+2% +$372K 0.72% 23
2024
Q1 		$23.5M Buy
114,186
+2,074
+2% +$398K 0.68% 23
2023
Q4 		$21.4M Buy
112,112
+216
+0.2% +$39.6K 0.68% 25
2023
Q3 		$19.2M Sell
111,896
-905
-0.8% -$162K 0.68% 25
2023
Q2 		$20.1M Buy
112,801
+7,550
+7% +$1.39M 0.63% 31
2023
Q1 		$19.3M Buy
105,251
+2,372
+2% +$417K 0.64% 24
2022
Q4 		$17.5M Buy
+102,879
New +$16.6M 0.62% 28

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bleakley Financial Group's GLD Position: Q2 2026 in Review

Bleakley Financial Group reduced its SPDR Gold Trust (GLD) stake by 0.66% in Q2 2026, selling an estimated $351K and leaving 127,520 shares worth $47M. The position accounts for 0.6% of the portfolio, ranked #39.

Bleakley Financial Group first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $55.2M in Q1 2026. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Bleakley Financial Group held 127,520 shares of SPDR Gold Trust worth $47M as of Q2 2026.
  • Bleakley Financial Group sold 847 SPDR Gold Trust shares in Q2 2026, an estimated $351K.
  • SPDR Gold Trust made up 0.6% of Bleakley Financial Group's portfolio in Q2 2026, its #39 holding.
  • Bleakley Financial Group first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's SPDR Gold Trust position peaked at $55.2M in Q1 2026.
  • 3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.