Bullock Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Bullock Wealth Management’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	$173K	Hold	467	–	–	0.08%	188
2026 Q1	$204K	Hold	467	–	–	0.1%	161
2025 Q4	$185K	Hold	467	–	–	0.09%	173
2025 Q3	$166K	Buy	467 +242	+108%	+$77.1K	0.08%	174
2025 Q2	$69.2K	Hold	225	–	–	0.04%	221
2025 Q1	$64.7K	Hold	225	–	–	0.04%	222
2024 Q4	$54.5K	Hold	225	–	–	0.03%	245
2024 Q3	$55.3K	Hold	225	–	–	0.03%	231
2024 Q2	$48.5K	Buy	225 +70	+45%	+$15.1K	0.03%	236
2024 Q1	$32.2K	Buy	+155	New	+$29.7K	0.02%	269

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

Bullock Wealth Management's GLD Position: Q2 2026 in Review

Bullock Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 467 shares worth $173K. The position accounts for 0.08% of the portfolio, ranked #188.

Bullock Wealth Management first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $204K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Bullock Wealth Management held 467 shares of SPDR Gold Trust worth $173K as of Q2 2026.
Bullock Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.08% of Bullock Wealth Management's portfolio in Q2 2026, its #188 holding.
Bullock Wealth Management first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's SPDR Gold Trust position peaked at $204K in Q1 2026.
3,042 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.