Bradley & Co Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Bradley & Co Private 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 Q1	$2.65M	Buy	6,152 +75	+1%	+$33.6K	1.4%	16
2025 Q4	$2.41M	Buy	6,077 +1,763	+41%	+$673K	1.27%	16
2025 Q3	$1.53M	Buy	4,314 +590	+16%	+$188K	0.85%	20
2025 Q2	$1.14M	Hold	3,724	–	–	0.7%	20
2025 Q1	$1.07M	Hold	3,724	–	–	0.73%	20
2024 Q4	$902K	Buy	+3,724	New	+$915K	0.56%	19
2024 Q2	$801K	Hold	3,724	–	–	0.59%	19
2024 Q1	$766K	Hold	3,724	–	–	0.62%	23
2023 Q4	$712K	Hold	3,724	–	–	0.66%	18
2023 Q3	$638K	Hold	3,724	–	–	0.67%	19
2023 Q2	$664K	Hold	3,724	–	–	0.66%	19
2023 Q1	$682K	Sell	3,724 -1,736	-32%	-$305K	0.75%	18
2022 Q4	$926K	Buy	5,460 +1,736	+47%	+$280K	1.13%	16
2022 Q3	$576K	Hold	3,724	–	–	0.69%	22
2022 Q2	$627K	Buy	3,724 +148	+4%	+$25.8K	0.69%	26
2022 Q1	$646K	Hold	3,576	–	–	0.56%	29
2021 Q4	$611K	Hold	3,576	–	–	0.49%	29
2021 Q3	$587K	Sell	3,576 -162	-4%	-$27.1K	0.51%	30
2021 Q2	$619K	Hold	3,738	–	–	0.54%	29
2021 Q1	$598K	Buy	+3,738	New	+$628K	0.55%	30

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bradley & Co Private Wealth Management's GLD Position: Q1 2026 in Review

Bradley & Co Private Wealth Management increased its SPDR Gold Trust (GLD) stake by 1.2% in Q1 2026, buying an estimated $33.6K and bringing the position to 6,152 shares worth $2.65M. The position accounts for 1.4% of the portfolio, ranked #16.

Bradley & Co Private Wealth Management first reported a position in GLD in Q1 2021 and has held it in 20 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Bradley & Co Private Wealth Management held 6,152 shares of SPDR Gold Trust worth $2.65M as of Q1 2026.
Bradley & Co Private Wealth Management bought 75 SPDR Gold Trust shares in Q1 2026, an estimated $33.6K.
SPDR Gold Trust made up 1.4% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #16 holding.
Bradley & Co Private Wealth Management first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 20 quarters since.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.