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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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. 3,033 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.
3,033 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.