BW
GLD icon

Bravera Wealth’s SPDR Gold Trust GLD Stock Holding History

Bravera 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 		$2.66M Buy
7,226
+548
+8% +$227K 1.02% 27
2026
Q1 		$2.87M Buy
6,678
+725
+12% +$325K 1.29% 21
2025
Q4 		$2.36M Buy
+5,953
New +$2.27M 1.18% 23

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Bravera Wealth's GLD Position: Q2 2026 in Review

Bravera Wealth increased its SPDR Gold Trust (GLD) stake by 8.2% in Q2 2026, buying an estimated $227K and bringing the position to 7,226 shares worth $2.66M. The position accounts for 1.02% of the portfolio, ranked #27.

Bravera Wealth first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.87M in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Bravera Wealth held 7,226 shares of SPDR Gold Trust worth $2.66M as of Q2 2026.
  • Bravera Wealth bought 548 SPDR Gold Trust shares in Q2 2026, an estimated $227K.
  • SPDR Gold Trust made up 1.02% of Bravera Wealth's portfolio in Q2 2026, its #27 holding.
  • Bravera Wealth first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's SPDR Gold Trust position peaked at $2.87M in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.