Bluesphere Advisors’s SPDR Gold Trust GLD Stock Holding History

Bluesphere 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 Q3	$2.94M	Sell	7,717 -551	-7%	-$215K	0.9%	16
2026 Q2	$3.05M	Sell	8,268 -930	-10%	-$385K	0.94%	15
2026 Q1	$3.96M	Sell	9,198 -101	-1%	-$45.2K	1.41%	11
2025 Q4	$3.69M	Buy	9,299 +923	+11%	+$352K	1.63%	10
2025 Q3	$2.98M	Sell	8,376 -4,833	-37%	-$1.54M	1.37%	12
2025 Q2	$4.03M	Buy	13,209 +5,058	+62%	+$1.53M	2.01%	9
2025 Q1	$2.35M	Buy	8,151 +6,649	+443%	+$1.76M	1.34%	13
2024 Q4	$364K	Buy	1,502 +124	+9%	+$30.5K	0.18%	72
2024 Q3	$335K	Buy	+1,378	New	+$316K	0.17%	77
2021 Q2	–	Sell	-2,458	Closed	-$393K	–	91
2021 Q1	$393K	Sell	2,458 -1,341	-35%	-$225K	0.36%	54
2020 Q4	$677K	Buy	+3,799	New	+$669K	0.73%	27

Other funds holding GLD

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Bluesphere Advisors's GLD Position: Q3 2026 in Review

Bluesphere Advisors reduced its SPDR Gold Trust (GLD) stake by 6.7% in Q3 2026, selling an estimated $215K and leaving 7,717 shares worth $2.94M. The position accounts for 0.9% of the portfolio, ranked #16.

Bluesphere Advisors first reported a position in GLD in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.03M in Q2 2025. 679 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Bluesphere Advisors held 7,717 shares of SPDR Gold Trust worth $2.94M as of Q3 2026.
Bluesphere Advisors sold 551 SPDR Gold Trust shares in Q3 2026, an estimated $215K.
SPDR Gold Trust made up 0.9% of Bluesphere Advisors's portfolio in Q3 2026, its #16 holding.
Bluesphere Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 11 quarters since.
Bluesphere Advisors's SPDR Gold Trust position peaked at $4.03M in Q2 2025.
679 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.