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Bragg Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Bragg Financial Advisors’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 		$433K Sell
1,006
-48
-5% -$21.5K 0.01% 292
2025
Q4 		$418K Sell
1,054
-32
-3% -$12.2K 0.01% 290
2025
Q3 		$386K Sell
1,086
-55
-5% -$17.5K 0.01% 293
2025
Q2 		$348K Buy
1,141
+73
+7% +$22.1K 0.01% 298
2025
Q1 		$308K Sell
1,068
-75
-7% -$19.8K 0.01% 293
2024
Q4 		$277K Sell
1,143
-44
-4% -$10.8K 0.01% 300
2024
Q3 		$289K Buy
1,187
+71
+6% +$16.3K 0.01% 290
2024
Q2 		$240K Sell
1,116
-65
-6% -$14.1K 0.01% 300
2024
Q1 		$243K Sell
1,181
-136
-10% -$26.1K 0.01% 303
2023
Q4 		$252K Sell
1,317
-364
-22% -$66.7K 0.01% 296
2023
Q3 		$288K Sell
1,681
-154
-8% -$27.5K 0.02% 281
2023
Q2 		$327K Sell
1,835
-322
-15% -$59.2K 0.02% 275
2023
Q1 		$395K Sell
2,157
-33
-2% -$5.81K 0.02% 252
2022
Q4 		$372K Buy
2,190
+35
+2% +$5.64K 0.02% 250
2022
Q3 		$333K Sell
2,155
-628
-23% -$101K 0.02% 250
2022
Q2 		$469K Sell
2,783
-453
-14% -$79.1K 0.03% 231
2022
Q1 		$585K Sell
3,236
-409
-11% -$71.8K 0.03% 224
2021
Q4 		$599K Hold
3,645
– – 0.04% 203
2021
Q3 		$599K Sell
3,645
-118
-3% -$19.8K 0.04% 203
2021
Q2 		$623K Sell
3,763
-22
-0.6% -$3.74K 0.04% 206
2021
Q1 		$605K Buy
3,785
+66
+2% +$11.1K 0.04% 204
2020
Q4 		$663K Buy
3,719
+139
+4% +$24.5K 0.06% 184
2020
Q3 		$634K Sell
3,580
-240
-6% -$43.1K 0.07% 176
2020
Q2 		$639K Buy
3,820
+255
+7% +$41.1K 0.07% 173
2020
Q1 		$528K Buy
3,565
+1,620
+83% +$241K 0.07% 172
2019
Q4 		$278K Sell
1,945
-120
-6% -$16.8K 0.03% 244
2019
Q3 		$287K Buy
2,065
+90
+5% +$12.5K 0.03% 235
2019
Q2 		$263K Sell
1,975
-195
-9% -$24.1K 0.03% 249
2019
Q1 		$265K Sell
2,170
-449
-17% -$55.3K 0.03% 236
2018
Q4 		$318K Sell
2,619
-30
-1% -$3.49K 0.05% 215
2018
Q3 		$299K Sell
2,649
-325
-11% -$37.3K 0.04% 228
2018
Q2 		$353K Sell
2,974
-774
-21% -$95.8K 0.05% 214
2018
Q1 		$471K Sell
3,748
-463
-11% -$58.4K 0.07% 197
2017
Q4 		$521K Sell
4,211
-625
-13% -$75.8K 0.07% 191
2017
Q3 		$588K Sell
4,836
-115
-2% -$14K 0.09% 181
2017
Q2 		$584K Sell
4,951
-345
-7% -$41.3K 0.09% 189
2017
Q1 		$629K Sell
5,296
-245
-4% -$28.5K 0.1% 187
2016
Q4 		$607K Sell
5,541
-368
-6% -$42.7K 0.1% 192
2016
Q3 		$742K Sell
5,909
-305
-5% -$38.8K 0.13% 175
2016
Q2 		$786K Sell
6,214
-1,305
-17% -$157K 0.14% 171
2016
Q1 		$885K Sell
7,519
-488
-6% -$55.3K 0.17% 161
2015
Q4 		$812K Sell
8,007
-890
-10% -$94.1K 0.17% 156
2015
Q3 		$951K Hold
8,897
– – 0.23% 134
2015
Q2 		$1M Sell
8,897
-601
-6% -$68.8K 0.23% 135
2015
Q1 		$1.04M Buy
9,498
+696
+8% +$81.4K 0.24% 131
2014
Q4 		$1M Sell
8,802
-1,065
-11% -$123K 0.24% 127
2014
Q3 		$1.15M Sell
9,867
-1,000
-9% -$123K 0.29% 114
2014
Q2 		$1.39M Sell
10,867
-870
-7% -$108K 0.33% 109
2014
Q1 		$1.45M Sell
11,737
-801
-6% -$99.8K 0.35% 106
2013
Q4 		$1.46M Sell
12,538
-1,407
-10% -$173K 0.35% 106
2013
Q3 		$1.79M Buy
13,945
+244
+2% +$31.3K 0.46% 85
2013
Q2 		$1.63M Buy
+13,701
New +$1.88M 0.45% 87

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bragg Financial Advisors's GLD Position: Q1 2026 in Review

Bragg Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 4.6% in Q1 2026, selling an estimated $21.5K and leaving 1,006 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #292.

Bragg Financial Advisors first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.79M in Q3 2013. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Bragg Financial Advisors held 1,006 shares of SPDR Gold Trust worth $433K as of Q1 2026.
  • Bragg Financial Advisors sold 48 SPDR Gold Trust shares in Q1 2026, an estimated $21.5K.
  • SPDR Gold Trust made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #292 holding.
  • Bragg Financial Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • Bragg Financial Advisors's SPDR Gold Trust position peaked at $1.79M in Q3 2013.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.