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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
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

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

Boreal Capital Management's GLD Position: Q2 2026 in Review

Boreal Capital Management opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 450 shares worth $166K. The stake represents 0.12% of the portfolio and ranks #125 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in GLD as recently as Q3 2025.

Boreal Capital Management first reported a position in GLD in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.75M in Q2 2025. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Boreal Capital Management held 450 shares of SPDR Gold Trust worth $166K as of Q2 2026.
  • SPDR Gold Trust was a new Boreal Capital Management position in Q2 2026.
  • SPDR Gold Trust made up 0.12% of Boreal Capital Management's portfolio in Q2 2026, its #125 holding.
  • Boreal Capital Management first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 3 quarters since.
  • Boreal Capital Management's SPDR Gold Trust position peaked at $1.75M in Q2 2025.
  • 3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.