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Brandywine Oak Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Brandywine Oak Private Wealth’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 		$2.12M Hold
5,766
– – 0.16% 68
2026
Q1 		$2.48M Buy
5,766
+104
+2% +$46.6K 0.21% 60
2025
Q4 		$2.24M Sell
5,662
-38
-0.7% -$14.5K 0.19% 63
2025
Q3 		$2.03M Buy
5,700
+97
+2% +$30.9K 0.18% 65
2025
Q2 		$1.71M Buy
5,603
+487
+10% +$147K 0.16% 71
2025
Q1 		$1.47M Sell
5,116
-56
-1% -$14.8K 0.14% 76
2024
Q4 		$1.25M Sell
5,172
-416
-7% -$102K 0.12% 89
2024
Q3 		$1.36M Buy
5,588
+250
+5% +$57.3K 0.13% 82
2024
Q2 		$1.15M Buy
5,338
+7
+0.1% +$1.51K 0.12% 92
2024
Q1 		$1.1M Hold
5,331
– – 0.11% 93
2023
Q4 		$1.02M Buy
5,331
+100
+2% +$18.3K 0.11% 93
2023
Q3 		$897K Hold
5,231
– – 0.11% 96
2023
Q2 		$933K Hold
5,231
– – 0.1% 100
2023
Q1 		$958K Buy
5,231
+190
+4% +$33.4K 0.11% 94
2022
Q4 		$855K Hold
5,041
– – 0.11% 103
2022
Q3 		$779K Sell
5,041
-960
-16% -$154K 0.11% 114
2022
Q2 		$1.01M Buy
6,001
+400
+7% +$69.9K 0.13% 106
2022
Q1 		$1.01M Buy
5,601
+77
+1% +$13.5K 0.12% 124
2021
Q4 		$944K Sell
5,524
-252
-4% -$42.3K 0.1% 138
2021
Q3 		$948K Sell
5,776
-705
-11% -$118K 0.11% 132
2021
Q2 		$1.07M Buy
+6,481
New +$1.1M 0.13% 118
2019
Q1 		– Sell
-375
Closed -$45K – 367
2018
Q4 		$45K Buy
+375
New +$43.6K 0.01% 375

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Brandywine Oak Private Wealth's GLD Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 5,766 shares worth $2.12M. The position accounts for 0.16% of the portfolio, ranked #68.

Brandywine Oak Private Wealth first reported a position in GLD in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.48M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Brandywine Oak Private Wealth held 5,766 shares of SPDR Gold Trust worth $2.12M as of Q2 2026.
  • Brandywine Oak Private Wealth left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.16% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #68 holding.
  • Brandywine Oak Private Wealth first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 22 quarters since.
  • Brandywine Oak Private Wealth's SPDR Gold Trust position peaked at $2.48M in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.