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 Q2	$19.7M	Sell	53,595 -1,689	-3%	-$700K	8.27%	3
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 $1.55T 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

Bright Financial Advisors's GLD Position: Q2 2026 in Review

Bright Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 3.1% in Q2 2026, selling an estimated $700K and leaving 53,595 shares worth $19.7M. The position accounts for 8.27% of the portfolio, ranked #3.

Bright Financial Advisors first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $23.8M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Bright Financial Advisors held 53,595 shares of SPDR Gold Trust worth $19.7M as of Q2 2026.
Bright Financial Advisors sold 1,689 SPDR Gold Trust shares in Q2 2026, an estimated $700K.
SPDR Gold Trust made up 8.27% of Bright Financial Advisors's portfolio in Q2 2026, its #3 holding.
Bright Financial Advisors first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
Bright Financial Advisors's SPDR Gold Trust position peaked at $23.8M in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.