BOK Financial Private Wealth’s SPDR Gold Trust GLD Stock Holding History

BOK Financial Private Wealth’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	$5.84M	Buy	13,563 +88	+0.7%	+$39.4K	0.35%	29
2025 Q4	$5.34M	Buy	13,475 +231	+2%	+$88.2K	0.33%	30
2025 Q3	$4.71M	Hold	13,244	–	–	0.3%	35
2025 Q2	$4.04M	Hold	13,244	–	–	0.27%	40
2025 Q1	$3.82M	Buy	13,244 +968	+8%	+$256K	0.29%	37
2024 Q4	$2.97M	Sell	12,276 -21	-0.2%	-$5.16K	0.22%	43
2024 Q3	$2.99M	Hold	12,297	–	–	0.22%	47
2024 Q2	$2.64M	Hold	12,297	–	–	0.19%	55
2024 Q1	$2.53M	Sell	12,297 -65	-0.5%	-$12.5K	0.19%	56
2023 Q4	$2.36M	Sell	12,362 -5,262	-30%	-$964K	0.19%	61
2023 Q3	$3.02M	Hold	17,624	–	–	0.26%	51
2023 Q2	$3.14M	Sell	17,624 -20	-0.1%	-$3.67K	0.26%	53
2023 Q1	$3.23M	Buy	17,644 +20	+0.1%	+$3.52K	0.26%	55
2022 Q4	$2.99M	Hold	17,624	–	–	0.25%	63
2022 Q3	$2.73M	Hold	17,624	–	–	0.25%	62
2022 Q2	$2.97M	Hold	17,624	–	–	0.26%	57
2022 Q1	$3.18M	Sell	17,624 -400	-2%	-$70.2K	0.23%	69
2021 Q4	$3.08M	Hold	18,024	–	–	0.21%	77
2021 Q3	$2.96M	Hold	18,024	–	–	0.24%	70
2021 Q2	$2.98M	Hold	18,024	–	–	0.24%	69
2021 Q1	$2.88M	Sell	18,024 -233	-1%	-$39.2K	0.26%	65
2020 Q4	$3.26M	Buy	18,257 +1,486	+9%	+$262K	0.31%	56
2020 Q3	$2.97M	Sell	16,771 -12,345	-42%	-$2.22M	0.31%	58
2020 Q2	$4.87M	Buy	29,116 +10	+0%	+$1.61K	0.51%	39
2020 Q1	$4.31M	Buy	29,106 +26,609	+1,066%	+$3.96M	0.52%	38
2019 Q4	$357K	Buy	2,497 +247	+11%	+$34.5K	0.03%	143
2019 Q3	$312K	Hold	2,250	–	–	0.04%	95
2019 Q2	$300K	Hold	2,250	–	–	0.04%	94
2019 Q1	$275K	Hold	2,250	–	–	0.04%	91
2018 Q4	$273K	Hold	2,250	–	–	0.04%	92
2018 Q3	$254K	Hold	2,250	–	–	0.04%	86
2018 Q2	$267K	Hold	2,250	–	–	0.04%	82
2018 Q1	$283K	Sell	2,250 -186	-8%	-$23.5K	0.05%	85
2017 Q4	$301K	Hold	2,436	–	–	0.05%	86
2017 Q3	$296K	Hold	2,436	–	–	0.05%	87
2017 Q2	$287K	Hold	2,436	–	–	0.04%	103
2017 Q1	$289K	Sell	2,436 -265	-10%	-$30.8K	0.04%	105
2016 Q4	$296K	Sell	2,701 -3,259	-55%	-$378K	0.04%	106
2016 Q3	$749K	Buy	5,960 +57	+1%	+$7.26K	0.11%	59
2016 Q2	$747K	Buy	5,903 +3,653	+162%	+$440K	0.12%	55
2016 Q1	$265K	Sell	2,250 -100	-4%	-$11.3K	0.05%	60
2015 Q4	$238K	Hold	2,350	–	–	0.04%	67
2015 Q3	$251K	Hold	2,350	–	–	0.04%	63
2015 Q2	$264K	Hold	2,350	–	–	0.04%	67
2015 Q1	$267K	Hold	2,350	–	–	0.04%	66
2014 Q4	$267K	Hold	2,350	–	–	0.04%	65
2014 Q3	$273K	Hold	2,350	–	–	0.05%	61
2014 Q2	$301K	Hold	2,350	–	–	0.05%	57
2014 Q1	$290K	Hold	2,350	–	–	0.05%	57
2013 Q4	$273K	Sell	2,350 -272	-10%	-$33.4K	0.05%	56
2013 Q3	$336K	Sell	2,622 -968	-27%	-$124K	0.07%	46
2013 Q2	$428K	Buy	+3,590	New	+$492K	0.09%	29

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

BOK Financial Private Wealth's GLD Position: Q1 2026 in Review

BOK Financial Private Wealth increased its SPDR Gold Trust (GLD) stake by 0.65% in Q1 2026, buying an estimated $39.4K and bringing the position to 13,563 shares worth $5.84M. The position accounts for 0.35% of the portfolio, ranked #29.

BOK Financial Private Wealth first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

BOK Financial Private Wealth held 13,563 shares of SPDR Gold Trust worth $5.84M as of Q1 2026.
BOK Financial Private Wealth bought 88 SPDR Gold Trust shares in Q1 2026, an estimated $39.4K.
SPDR Gold Trust made up 0.35% of BOK Financial Private Wealth's portfolio in Q1 2026, its #29 holding.
BOK Financial Private Wealth first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.