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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bogart Wealth LLC's GLD Position: Q1 2026 in Review

Bogart Wealth LLC reduced its SPDR Gold Trust (GLD) stake by 19% in Q1 2026, selling an estimated $555K and leaving 5,247 shares worth $2.26M. The position accounts for 0.09% of the portfolio, ranked #109.

Bogart Wealth LLC first reported a position in GLD in Q3 2017 and has held it in 35 quarters since. The position peaked at $9.48M in Q1 2019. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Bogart Wealth LLC held 5,247 shares of SPDR Gold Trust worth $2.26M as of Q1 2026.
  • Bogart Wealth LLC sold 1,239 SPDR Gold Trust shares in Q1 2026, an estimated $555K.
  • SPDR Gold Trust made up 0.09% of Bogart Wealth LLC's portfolio in Q1 2026, its #109 holding.
  • Bogart Wealth LLC first reported a position in SPDR Gold Trust in Q3 2017 and has held it in 35 quarters since.
  • Bogart Wealth LLC's SPDR Gold Trust position peaked at $9.48M in Q1 2019.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.