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Bristlecone Advisors’s SPDR Gold Trust GLD Stock Holding History

Bristlecone 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
2025
Q3 		$914K Buy
2,571
+1,491
+138% +$475K 0.08% 133
2025
Q2 		$329K Buy
1,080
+286
+36% +$86.6K 0.03% 181
2025
Q1 		$229K Buy
+794
New +$210K 0.02% 262
2023
Q1 		– Sell
-1,496
Closed -$254K – 356
2022
Q4 		$254K Sell
1,496
-1,032
-41% -$166K 0.03% 225
2022
Q3 		$391K Sell
2,528
-25
-1% -$4.02K 0.05% 182
2022
Q2 		$430K Sell
2,553
-29
-1% -$5.07K 0.05% 179
2022
Q1 		$466K Buy
2,582
+50
+2% +$8.77K 0.06% 166
2021
Q4 		$433K Sell
2,532
-125
-5% -$21K 0.05% 171
2021
Q3 		$436K Sell
2,657
-125
-4% -$20.9K 0.06% 160
2021
Q2 		$461K Buy
2,782
+945
+51% +$161K 0.06% 152
2021
Q1 		$294K Sell
1,837
-664
-27% -$112K 0.04% 179
2020
Q4 		$446K Buy
2,501
+800
+47% +$141K 0.07% 146
2020
Q3 		$301K Sell
1,701
-410
-19% -$73.7K 0.05% 153
2020
Q2 		$353K Buy
+2,111
New +$340K 0.07% 138
2017
Q4 		– Sell
-410
Closed -$50K – 196
2017
Q3 		$50K Buy
+410
New +$49.9K 0.02% 197

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Bristlecone Advisors's GLD Position: Q3 2025 in Review

Bristlecone Advisors increased its SPDR Gold Trust (GLD) stake by 138% in Q3 2025, buying an estimated $475K and bringing the position to 2,571 shares worth $914K. The position accounts for 0.08% of the portfolio, ranked #133.

Bristlecone Advisors first reported a position in GLD in Q3 2017 and has held it in 15 quarters since. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • Bristlecone Advisors held 2,571 shares of SPDR Gold Trust worth $914K as of Q3 2025.
  • Bristlecone Advisors bought 1,491 SPDR Gold Trust shares in Q3 2025, an estimated $475K.
  • SPDR Gold Trust made up 0.08% of Bristlecone Advisors's portfolio in Q3 2025, its #133 holding.
  • Bristlecone Advisors first reported a position in SPDR Gold Trust in Q3 2017 and has held it in 15 quarters since.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.