BlueChip Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

BlueChip Wealth Advisors’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	$5.3M	Buy	14,393 +1,375	+11%	+$570K	2.01%	15
2026 Q1	$5.6M	Sell	13,018 -2,147	-14%	-$962K	2.46%	12
2025 Q4	$6.01M	Sell	15,165 -568	-4%	-$217K	2.53%	12
2025 Q3	$5.59M	Sell	15,733 -486	-3%	-$155K	2.39%	13
2025 Q2	$4.94M	Sell	16,219 -2,188	-12%	-$663K	2.2%	13
2025 Q1	$5.3M	Buy	18,407 +133	+0.7%	+$35.2K	2.6%	10
2024 Q4	$4.42M	Sell	18,274 -320	-2%	-$78.6K	2.45%	12
2024 Q3	$4.52M	Buy	18,594 +1,298	+8%	+$297K	2.37%	13
2024 Q2	$3.72M	Buy	17,296 +1,228	+8%	+$266K	2.19%	13
2024 Q1	$3.31M	Buy	16,068 +290	+2%	+$55.7K	2.13%	13
2023 Q4	$3.02M	Buy	+15,778	New	+$2.89M	2.11%	13

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

BlueChip Wealth Advisors's GLD Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 11% in Q2 2026, buying an estimated $570K and bringing the position to 14,393 shares worth $5.3M. The position accounts for 2.01% of the portfolio, ranked #15.

BlueChip Wealth Advisors first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.01M in Q4 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

BlueChip Wealth Advisors held 14,393 shares of SPDR Gold Trust worth $5.3M as of Q2 2026.
BlueChip Wealth Advisors bought 1,375 SPDR Gold Trust shares in Q2 2026, an estimated $570K.
SPDR Gold Trust made up 2.01% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #15 holding.
BlueChip Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's SPDR Gold Trust position peaked at $6.01M in Q4 2025.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.