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

Brendel 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 		$3.93M Buy
9,132
+327
+4% +$146K 1.94% 21
2025
Q4 		$3.49M Buy
8,805
+229
+3% +$87.5K 1.72% 26
2025
Q3 		$3.05M Buy
8,576
+375
+5% +$120K 1.57% 30
2025
Q2 		$2.5M Sell
8,201
-26
-0.3% -$7.87K 1.4% 37
2025
Q1 		$2.37M Sell
8,227
-385
-4% -$102K 1.44% 30
2024
Q4 		$2.08M Sell
8,612
-614
-7% -$151K 1.26% 36
2024
Q3 		$2.24M Buy
9,226
+295
+3% +$67.6K 1.27% 35
2024
Q2 		$1.92M Sell
8,931
-859
-9% -$186K 1.22% 37
2024
Q1 		$2.01M Sell
9,790
-97
-1% -$18.6K 2.3% 19
2023
Q4 		$1.89M Sell
9,887
-164
-2% -$30.1K 1.24% 34
2023
Q3 		$1.72M Buy
10,051
+1,008
+11% +$180K 2.56% 20
2023
Q2 		$1.61M Sell
9,043
-3,955
-30% -$727K 2.43% 20
2023
Q1 		$2.38M Sell
12,998
-54
-0.4% -$9.5K 1.76% 22
2022
Q4 		$2.21M Sell
13,052
-40
-0.3% -$6.44K 4.44% 8
2022
Q3 		$2.02M Sell
13,092
-52
-0.4% -$8.36K 4.81% 6
2022
Q2 		$2.21M Sell
13,144
-2,351
-15% -$411K 1.93% 14
2022
Q1 		$2.8M Buy
+15,495
New +$2.72M 1.52% 25
2021
Q3 		– Sell
-515
Closed -$85K – 153
2021
Q2 		$85K Buy
+515
New +$87.5K 0.05% 138

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

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

Brendel Financial Advisors increased its SPDR Gold Trust (GLD) stake by 3.7% in Q1 2026, buying an estimated $146K and bringing the position to 9,132 shares worth $3.93M. The position accounts for 1.94% of the portfolio, ranked #21.

Brendel Financial Advisors first reported a position in GLD in Q2 2021 and has held it in 18 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Brendel Financial Advisors held 9,132 shares of SPDR Gold Trust worth $3.93M as of Q1 2026.
  • Brendel Financial Advisors bought 327 SPDR Gold Trust shares in Q1 2026, an estimated $146K.
  • SPDR Gold Trust made up 1.94% of Brendel Financial Advisors's portfolio in Q1 2026, its #21 holding.
  • Brendel Financial Advisors first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 18 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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