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BNC Wealth Management’s SPDR Gold Trust GLD Stock Holding History

BNC 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
2026
Q2 		$536K Sell
1,455
-174
-11% -$72.1K 0.13% 70
2026
Q1 		$701K Sell
1,629
-218
-12% -$97.6K 0.19% 65
2025
Q4 		$732K Sell
1,847
-22,304
-92% -$8.52M 0.19% 61
2025
Q3 		$8.58M Buy
24,151
+23,426
+3,231% +$7.47M 2.17% 11
2025
Q2 		$221K Buy
725
+24
+3% +$7.27K 0.07% 87
2025
Q1 		$202K Buy
+701
New +$185K 0.07% 96
2024
Q2 		– Sell
-1,624
Closed -$334K – 103
2024
Q1 		$334K Sell
1,624
-35
-2% -$6.72K 0.14% 80
2023
Q4 		$317K Sell
1,659
-125
-7% -$22.9K 0.15% 79
2023
Q3 		$306K Sell
1,784
-17
-0.9% -$3.04K 0.16% 78
2023
Q2 		$321K Buy
1,801
+100
+6% +$18.4K 0.17% 77
2023
Q1 		$312K Sell
1,701
-7,442
-81% -$1.31M 0.17% 85
2022
Q4 		$1.55M Buy
9,143
+6,247
+216% +$1.01M 0.92% 38
2022
Q3 		$448K Buy
2,896
+1,014
+54% +$163K 0.27% 71
2022
Q2 		$317K Hold
1,882
– – 0.17% 89
2022
Q1 		$340K Buy
1,882
+27
+1% +$4.74K 0.17% 85
2021
Q4 		$317K Sell
1,855
-10,927
-85% -$1.83M 0.15% 86
2021
Q3 		$2.1M Sell
12,782
-406
-3% -$68K 1.24% 29
2021
Q2 		$2.18M Sell
13,188
-23,614
-64% -$4.01M 1.32% 25
2021
Q1 		$5.89M Sell
36,802
-8,602
-19% -$1.45M 4.18% 6
2020
Q4 		$8.1M Buy
45,404
+2,921
+7% +$514K 5.12% 3
2020
Q3 		$7.53M Buy
+42,483
New +$7.63M 5.29% 3

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

BNC Wealth Management's GLD Position: Q2 2026 in Review

BNC Wealth Management reduced its SPDR Gold Trust (GLD) stake by 11% in Q2 2026, selling an estimated $72.1K and leaving 1,455 shares worth $536K. The position accounts for 0.13% of the portfolio, ranked #70.

BNC Wealth Management first reported a position in GLD in Q3 2020 and has held it in 21 quarters since. The position peaked at $8.58M in Q3 2025. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • BNC Wealth Management held 1,455 shares of SPDR Gold Trust worth $536K as of Q2 2026.
  • BNC Wealth Management sold 174 SPDR Gold Trust shares in Q2 2026, an estimated $72.1K.
  • SPDR Gold Trust made up 0.13% of BNC Wealth Management's portfolio in Q2 2026, its #70 holding.
  • BNC Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 21 quarters since.
  • BNC Wealth Management's SPDR Gold Trust position peaked at $8.58M in Q3 2025.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.