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BSW Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

BSW Wealth Partners’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 		$1.17M Buy
3,174
+339
+12% +$140K 0.13% 94
2026
Q1 		$1.22M Sell
2,835
-811
-22% -$363K 0.15% 85
2025
Q4 		$1.44M Buy
3,646
+73
+2% +$27.9K 0.17% 72
2025
Q3 		$1.27M Hold
3,573
– – 0.16% 72
2025
Q2 		$1.09M Sell
3,573
-35
-1% -$10.6K 0.15% 85
2025
Q1 		$1.04M Buy
3,608
+2
+0.1% +$529 0.16% 81
2024
Q4 		$873K Buy
3,606
+575
+19% +$141K 0.13% 96
2024
Q3 		$737K Sell
3,031
-308
-9% -$70.5K 0.11% 106
2024
Q2 		$718K Buy
3,339
+41
+1% +$8.87K 0.12% 100
2024
Q1 		$678K Buy
3,298
+160
+5% +$30.7K 0.11% 105
2023
Q4 		$600K Buy
3,138
+15
+0.5% +$2.75K 0.12% 105
2023
Q3 		$535K Sell
3,123
-200
-6% -$35.8K 0.12% 101
2023
Q2 		$592K Buy
3,323
+118
+4% +$21.7K 0.12% 98
2023
Q1 		$587K Sell
3,205
-477
-13% -$83.9K 0.12% 119
2022
Q4 		$625K Buy
3,682
+9
+0.2% +$1.45K 0.13% 113
2022
Q3 		$568K Hold
3,673
– – 0.14% 99
2022
Q2 		$619K Sell
3,673
-183
-5% -$32K 0.15% 99
2022
Q1 		$697K Hold
3,856
– – 0.18% 93
2021
Q4 		$659K Buy
3,856
+237
+7% +$39.8K 0.17% 93
2021
Q3 		$594K Buy
3,619
+24
+0.7% +$4.02K 0.17% 90
2021
Q2 		$595K Sell
3,595
-459
-11% -$78K 0.16% 83
2021
Q1 		$648K Buy
4,054
+14
+0.3% +$2.35K 0.19% 67
2020
Q4 		$721K Sell
4,040
-45
-1% -$7.92K 0.22% 56
2020
Q3 		$724K Sell
4,085
-7
-0.2% -$1.26K 0.27% 45
2020
Q2 		$685K Sell
4,092
-135
-3% -$21.8K 0.23% 49
2020
Q1 		$626K Sell
4,227
-296
-7% -$44.1K 0.26% 43
2019
Q4 		$646K Buy
4,523
+23
+0.5% +$3.21K 0.22% 46
2019
Q3 		$625K Sell
4,500
-741
-14% -$103K 0.24% 41
2019
Q2 		$698K Sell
5,241
-247
-5% -$30.5K 0.26% 43
2019
Q1 		$670K Sell
5,488
-7,252
-57% -$893K 0.27% 40
2018
Q4 		$1.54M Sell
12,740
-895
-7% -$104K 0.58% 31
2018
Q3 		$1.54M Sell
13,635
-6,833
-33% -$784K 0.59% 23
2018
Q2 		$2.43M Sell
20,468
-904
-4% -$112K 1.05% 16
2018
Q1 		$2.69M Sell
21,372
-355
-2% -$44.8K 1.2% 14
2017
Q4 		$2.69M Buy
21,727
+11,040
+103% +$1.34M 1.12% 14
2017
Q3 		$1.3M Buy
10,687
+13
+0.1% +$1.58K 0.57% 22
2017
Q2 		$1.26M Sell
10,674
-86
-0.8% -$10.3K 0.57% 21
2017
Q1 		$1.28M Buy
10,760
+377
+4% +$43.8K 0.63% 20
2016
Q4 		$1.14M Buy
10,383
+9,921
+2,147% +$1.15M 0.59% 23
2016
Q3 		$3.68K Sell
462
-3,298
-88% -$420K 0.13% 58
2016
Q2 		$476K Sell
3,760
-15
-0.4% -$1.8K 0.26% 38
2016
Q1 		$444K Buy
+3,775
New +$428K 0.25% 38
2013
Q3 		– Sell
-47,225
Closed -$5.63M – 49
2013
Q2 		$5.63M Buy
+47,225
New +$6.47M 4.94% 5

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

BSW Wealth Partners's GLD Position: Q2 2026 in Review

BSW Wealth Partners increased its SPDR Gold Trust (GLD) stake by 12% in Q2 2026, buying an estimated $140K and bringing the position to 3,174 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #94.

BSW Wealth Partners first reported a position in GLD in Q2 2013 and has held it in 43 quarters since. The position peaked at $5.63M in Q2 2013. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • BSW Wealth Partners held 3,174 shares of SPDR Gold Trust worth $1.17M as of Q2 2026.
  • BSW Wealth Partners bought 339 SPDR Gold Trust shares in Q2 2026, an estimated $140K.
  • SPDR Gold Trust made up 0.13% of BSW Wealth Partners's portfolio in Q2 2026, its #94 holding.
  • BSW Wealth Partners first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 43 quarters since.
  • BSW Wealth Partners's SPDR Gold Trust position peaked at $5.63M in Q2 2013.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.