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

Bright 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	$23.8M	Sell	55,284 -1,294	-2%	-$580K	10.9%	2
2025 Q4	$22.4M	Sell	56,578 -3,672	-6%	-$1.4M	10.59%	2
2025 Q3	$21.4M	Sell	60,250 -484	-0.8%	-$154K	10.47%	2
2025 Q2	$18.5M	Sell	60,734 -354	-0.6%	-$107K	10.27%	2
2025 Q1	$17.6M	Buy	61,088 +1,174	+2%	+$310K	10.81%	2
2024 Q4	$14.5M	Sell	59,914 -618	-1%	-$152K	9.12%	3
2024 Q3	$14.7M	Sell	60,532 -539	-0.9%	-$123K	9.36%	2
2024 Q2	$13.1M	Buy	61,071 +1,170	+2%	+$253K	9.27%	2
2024 Q1	$12.9M	Buy	+59,901	New	+$11.5M	9.61%	3

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bright Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q1 2026, selling an estimated $580K and leaving 55,284 shares worth $23.8M. The position accounts for 10.9% of the portfolio, ranked #2.

Bright Financial Advisors first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Bright Financial Advisors held 55,284 shares of SPDR Gold Trust worth $23.8M as of Q1 2026.
Bright Financial Advisors sold 1,294 SPDR Gold Trust shares in Q1 2026, an estimated $580K.
SPDR Gold Trust made up 10.9% of Bright Financial Advisors's portfolio in Q1 2026, its #2 holding.
Bright Financial Advisors first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.