Bosman Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Bosman Wealth 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	$4.12M	Sell	11,176 -1,326	-11%	-$549K	2.55%	11
2026 Q1	$5.38M	Buy	12,502 +451	+4%	+$202K	4.73%	6
2025 Q4	$4.78M	Buy	12,051 +6,928	+135%	+$2.65M	3.92%	8
2025 Q3	$1.82M	Buy	5,123 +296	+6%	+$94.3K	1.41%	25
2025 Q2	$1.47M	Buy	4,827 +777	+19%	+$235K	1.31%	28
2025 Q1	$1.17M	Sell	4,050 -12,678	-76%	-$3.35M	1.19%	26
2024 Q4	$4.05M	Buy	+16,728	New	+$4.11M	3.9%	11

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bosman Wealth Management's GLD Position: Q2 2026 in Review

Bosman Wealth Management reduced its SPDR Gold Trust (GLD) stake by 11% in Q2 2026, selling an estimated $549K and leaving 11,176 shares worth $4.12M. The position accounts for 2.55% of the portfolio, ranked #11.

Bosman Wealth Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.38M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Bosman Wealth Management held 11,176 shares of SPDR Gold Trust worth $4.12M as of Q2 2026.
Bosman Wealth Management sold 1,326 SPDR Gold Trust shares in Q2 2026, an estimated $549K.
SPDR Gold Trust made up 2.55% of Bosman Wealth Management's portfolio in Q2 2026, its #11 holding.
Bosman Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Bosman Wealth Management's SPDR Gold Trust position peaked at $5.38M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bosman Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.