BOS Asset Management
GLD icon

BOS Asset Management’s SPDR Gold Trust GLD Stock Holding History

BOS Asset 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 		$2M Sell
5,240
-900
-15% -$352K 0.47% 42
2026
Q2 		$2.26M Hold
6,140
– – 0.53% 42
2026
Q1 		$2.64M Sell
6,140
-739
-11% -$331K 0.67% 36
2025
Q4 		$2.73M Buy
6,879
+88
+1% +$33.6K 0.73% 36
2025
Q3 		$2.41M Buy
6,791
+340
+5% +$108K 0.68% 35
2025
Q2 		$1.97M Hold
6,451
– – 0.63% 36
2025
Q1 		$1.86M Sell
6,451
-62
-1% -$16.4K 0.64% 33
2024
Q4 		$1.58M Buy
6,513
+1,976
+44% +$486K 0.56% 36
2024
Q3 		$1.1M Hold
4,537
– – 0.41% 46
2024
Q2 		$976K Sell
4,537
-265
-6% -$57.3K 0.45% 45
2024
Q1 		$988K Sell
4,802
-2,864
-37% -$550K 0.52% 42
2023
Q4 		$1.47M Sell
7,666
-1,641
-18% -$301K 1% 22
2023
Q3 		$1.6M Hold
9,307
– – 1.17% 20
2023
Q2 		$1.66M Sell
9,307
-792
-8% -$146K 1.29% 19
2023
Q1 		$1.85M Buy
10,099
+803
+9% +$141K 1.54% 17
2022
Q4 		$1.58M Buy
+9,296
New +$1.5M 1.41% 19

Other funds holding GLD

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

BOS Asset Management's GLD Position: Q3 2026 in Review

BOS Asset Management reduced its SPDR Gold Trust (GLD) stake by 15% in Q3 2026, selling an estimated $352K and leaving 5,240 shares worth $2M. The position accounts for 0.47% of the portfolio, ranked #42.

BOS Asset Management first reported a position in GLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.73M in Q4 2025. 1,920 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • BOS Asset Management held 5,240 shares of SPDR Gold Trust worth $2M as of Q3 2026.
  • BOS Asset Management sold 900 SPDR Gold Trust shares in Q3 2026, an estimated $352K.
  • SPDR Gold Trust made up 0.47% of BOS Asset Management's portfolio in Q3 2026, its #42 holding.
  • BOS Asset Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's SPDR Gold Trust position peaked at $2.73M in Q4 2025.
  • 1,920 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.