Bordeaux Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Bordeaux Wealth 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
2025 Q2	$305K	Hold	1,000	–	–	0.04%	128
2025 Q1	$288K	Hold	1,000	–	–	0.05%	121
2024 Q4	$242K	Hold	1,000	–	–	0.04%	137
2024 Q3	$243K	Hold	1,000	–	–	0.04%	139
2024 Q2	$215K	Buy	+1,000	New	+$216K	0.04%	132
2023 Q3	–	Sell	-1,287	Closed	-$229K	–	98
2023 Q2	$229K	Sell	1,287 -185	-13%	-$34K	0.09%	93
2023 Q1	$270K	Buy	1,472 +185	+14%	+$32.6K	0.14%	88
2022 Q4	$218K	Buy	+1,287	New	+$207K	0.12%	80
2022 Q3	–	Sell	-4,104	Closed	-$691K	–	86
2022 Q2	$691K	Buy	4,104 +2,817	+219%	+$492K	0.48%	38
2022 Q1	$232K	Hold	1,287	–	–	0.13%	82
2021 Q4	$220K	Sell	1,287 -793	-38%	-$133K	0.1%	89
2021 Q3	$342K	Buy	2,080 +783	+60%	+$131K	0.19%	61
2021 Q2	$215K	Sell	1,297 -1,248	-49%	-$212K	0.12%	69
2021 Q1	$407K	Buy	2,545 +32	+1%	+$5.38K	0.28%	50
2020 Q4	$448K	Buy	+2,513	New	+$443K	0.34%	49

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bordeaux Wealth Advisors's GLD Position: Q2 2025 in Review

Bordeaux Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2025 at 1,000 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #128.

Bordeaux Wealth Advisors first reported a position in GLD in Q4 2020 and has held it in 15 quarters since. The position peaked at $691K in Q2 2022. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Bordeaux Wealth Advisors held 1,000 shares of SPDR Gold Trust worth $305K as of Q2 2025.
Bordeaux Wealth Advisors left its SPDR Gold Trust share count unchanged in Q2 2025.
SPDR Gold Trust made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #128 holding.
Bordeaux Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 15 quarters since.
Bordeaux Wealth Advisors's SPDR Gold Trust position peaked at $691K in Q2 2022.
2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.