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 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

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

Bluesphere Advisors's GLD Position: Q1 2026 in Review

Bluesphere Advisors reduced its SPDR Gold Trust (GLD) stake by 1.1% in Q1 2026, selling an estimated $45.2K and leaving 9,198 shares worth $3.96M. The position accounts for 1.41% of the portfolio, ranked #11.

Bluesphere Advisors first reported a position in GLD in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.03M in Q2 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Bluesphere Advisors held 9,198 shares of SPDR Gold Trust worth $3.96M as of Q1 2026.
Bluesphere Advisors sold 101 SPDR Gold Trust shares in Q1 2026, an estimated $45.2K.
SPDR Gold Trust made up 1.41% of Bluesphere Advisors's portfolio in Q1 2026, its #11 holding.
Bluesphere Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 9 quarters since.
Bluesphere Advisors's SPDR Gold Trust position peaked at $4.03M in Q2 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.