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Brookwood Investment Group’s SPDR Gold Trust GLD Stock Holding History

Brookwood Investment 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 		$8.01M Sell
21,756
-200
-0.9% -$82.9K 0.9% 14
2026
Q1 		$9.45M Buy
21,956
+101
+0.5% +$45.2K 1.17% 10
2025
Q4 		$8.66M Buy
21,855
+16
+0.1% +$6.11K 1.04% 18
2025
Q3 		$7.76M Sell
21,839
-3,302
-13% -$1.05M 1% 19
2025
Q2 		$7.66M Sell
25,141
-940
-4% -$285K 1.24% 12
2025
Q1 		$7.51M Buy
+26,081
New +$6.9M 1.29% 13

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookwood Investment Group's GLD Position: Q2 2026 in Review

Brookwood Investment Group reduced its SPDR Gold Trust (GLD) stake by 0.91% in Q2 2026, selling an estimated $82.9K and leaving 21,756 shares worth $8.01M. The position accounts for 0.9% of the portfolio, ranked #14.

Brookwood Investment Group first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.45M in Q1 2026. 1,086 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Brookwood Investment Group held 21,756 shares of SPDR Gold Trust worth $8.01M as of Q2 2026.
  • Brookwood Investment Group sold 200 SPDR Gold Trust shares in Q2 2026, an estimated $82.9K.
  • SPDR Gold Trust made up 0.9% of Brookwood Investment Group's portfolio in Q2 2026, its #14 holding.
  • Brookwood Investment Group first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's SPDR Gold Trust position peaked at $9.45M in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.