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Bridgewealth Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Bridgewealth Advisory Group’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 		$586K Buy
1,590
+46
+3% +$19.1K 0.11% 74
2026
Q1 		$664K Sell
1,544
-666
-30% -$298K 0.14% 65
2025
Q4 		$876K Buy
2,210
+3
+0.1% +$1.15K 0.19% 58
2025
Q3 		$785K Hold
2,207
– – 0.18% 56
2025
Q2 		$673K Buy
2,207
+1,062
+93% +$322K 0.17% 58
2025
Q1 		$330K Sell
1,145
-1,432
-56% -$379K 0.43% 42
2024
Q4 		$697K Buy
2,577
+16
+0.6% +$3.93K 0.2% 53
2024
Q3 		$622K Buy
2,561
+33
+1% +$7.56K 0.23% 47
2024
Q2 		$544K Buy
2,528
+10
+0.4% +$2.16K 0.24% 45
2024
Q1 		$518K Buy
2,518
+191
+8% +$36.7K 0.25% 48
2023
Q4 		$445K Sell
2,327
-320
-12% -$58.6K 0.34% 45
2023
Q3 		$454K Hold
2,647
– – 0.56% 35
2023
Q2 		$472K Hold
2,647
– – 0.77% 28
2023
Q1 		$485K Buy
2,647
+83
+3% +$14.6K 0.89% 23
2022
Q4 		$435K Buy
+2,564
New +$413K 0.85% 25

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Bridgewealth Advisory Group's GLD Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its SPDR Gold Trust (GLD) stake by 3% in Q2 2026, buying an estimated $19.1K and bringing the position to 1,590 shares worth $586K. The position accounts for 0.11% of the portfolio, ranked #74.

Bridgewealth Advisory Group first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $876K in Q4 2025. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Bridgewealth Advisory Group held 1,590 shares of SPDR Gold Trust worth $586K as of Q2 2026.
  • Bridgewealth Advisory Group bought 46 SPDR Gold Trust shares in Q2 2026, an estimated $19.1K.
  • SPDR Gold Trust made up 0.11% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #74 holding.
  • Bridgewealth Advisory Group first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Bridgewealth Advisory Group's SPDR Gold Trust position peaked at $876K in Q4 2025.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.