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 Q2	$2.27M	Hold	6,152	–	–	1.08%	18
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 $1.55T 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

Bradley & Co Private Wealth Management's GLD Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 6,152 shares worth $2.27M. The position accounts for 1.08% of the portfolio, ranked #18.

Bradley & Co Private Wealth Management first reported a position in GLD in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.65M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Bradley & Co Private Wealth Management held 6,152 shares of SPDR Gold Trust worth $2.27M as of Q2 2026.
Bradley & Co Private Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 1.08% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #18 holding.
Bradley & Co Private Wealth Management first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's SPDR Gold Trust position peaked at $2.65M in Q1 2026.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.