Boreal Capital Management
GLD icon

Boreal Capital Management’s SPDR Gold Trust GLD Stock Holding History

Boreal Capital 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
Q3 		$200K Buy
526
+76
+17% +$29.7K 0.15% 109
2026
Q2 		$166K Buy
+450
New +$186K 0.12% 125
2026
Q1 		– Hold
0
– – – 122
2025
Q4 		– Sell
-4,455
Closed -$1.7M – 17
2025
Q3 		$1.58M Sell
4,455
-1,270
-22% -$405K 1.28% 18
2025
Q2 		$1.75M Buy
+5,725
New +$1.73M 1.44% 12

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UBS Group
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Harvard Management Company
Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

Boreal Capital Management's GLD Position: Q3 2026 in Review

Boreal Capital Management increased its SPDR Gold Trust (GLD) stake by 17% in Q3 2026, buying an estimated $29.7K and bringing the position to 526 shares worth $200K. The position accounts for 0.15% of the portfolio, ranked #109.

Boreal Capital Management first reported a position in GLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q2 2025. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Boreal Capital Management held 526 shares of SPDR Gold Trust worth $200K as of Q3 2026.
  • Boreal Capital Management bought 76 SPDR Gold Trust shares in Q3 2026, an estimated $29.7K.
  • SPDR Gold Trust made up 0.15% of Boreal Capital Management's portfolio in Q3 2026, its #109 holding.
  • Boreal Capital Management first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's SPDR Gold Trust position peaked at $1.75M in Q2 2025.
  • 2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Boreal Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.