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Bogart Wealth LLC’s SPDR Gold Trust GLD Stock Holding History

Bogart Wealth LLC’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 		$1.47M Hold
4,000
– – 0.05% 125
2026
Q1 		$1.72M Buy
+4,000
New +$1.79M 0.07% 115
2025
Q4 		– Sell
-1,500
Closed -$533K – 1628
2025
Q3 		$533K Sell
1,500
-3,000
-67% -$956K 0.02% 158
2025
Q2 		$1.37M Buy
4,500
+1,500
+50% +$454K 0.06% 120
2025
Q1 		$864K Buy
+3,000
New +$793K 0.04% 128
2024
Q4 		– Hold
0
– – – 205

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

Bogart Wealth LLC's GLD Position: Q2 2026 in Review

Bogart Wealth LLC reduced its SPDR Gold Trust (GLD) stake by 2.4% in Q2 2026, selling an estimated $51.4K and leaving 5,123 shares worth $1.89M. The position accounts for 0.06% of the portfolio, ranked #116.

Bogart Wealth LLC first reported a position in GLD in Q3 2017 and has held it in 36 quarters since. The position peaked at $9.48M in Q1 2019. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Bogart Wealth LLC held 5,123 shares of SPDR Gold Trust worth $1.89M as of Q2 2026.
  • Bogart Wealth LLC sold 124 SPDR Gold Trust shares in Q2 2026, an estimated $51.4K.
  • SPDR Gold Trust made up 0.06% of Bogart Wealth LLC's portfolio in Q2 2026, its #116 holding.
  • Bogart Wealth LLC first reported a position in SPDR Gold Trust in Q3 2017 and has held it in 36 quarters since.
  • Bogart Wealth LLC's SPDR Gold Trust position peaked at $9.48M in Q1 2019.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.