GBWM
GLD icon

Granite Bay Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Granite Bay 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 		$11M Buy
29,899
+11,168
+60% +$4.63M 1.01% 29
2026
Q1 		$8.05M Buy
18,731
+1,609
+9% +$721K 1.71% 20
2025
Q4 		$6.79M Sell
17,122
-1,047
-6% -$400K 1.63% 26
2025
Q3 		$6.46M Buy
18,169
+1,746
+11% +$556K 1.68% 26
2025
Q2 		$5.01M Buy
16,423
+5,858
+55% +$1.77M 1.61% 23
2025
Q1 		$3.04M Buy
10,565
+159
+2% +$42K 1.06% 26
2024
Q4 		$2.52M Buy
10,406
+365
+4% +$89.7K 0.93% 25
2024
Q3 		$2.44M Buy
10,041
+566
+6% +$130K 1.37% 17
2024
Q2 		$2.04M Buy
9,475
+7,443
+366% +$1.61M 1.09% 20
2024
Q1 		$418K Buy
+2,032
New +$390K 0.24% 54
2023
Q2 		$460K Sell
2,579
-294
-10% -$54K 0.43% 30
2023
Q1 		$526K Buy
2,873
+319
+12% +$56.1K 0.37% 43
2022
Q4 		$433K Hold
2,554
– – 0.28% 38
2022
Q3 		$395K Sell
2,554
-30
-1% -$4.82K 0.32% 38
2022
Q2 		$435K Sell
2,584
-303
-10% -$52.9K 0.34% 35
2022
Q1 		$522K Sell
2,887
-380
-12% -$66.7K 0.42% 33
2021
Q4 		$558K Buy
+3,267
New +$548K 0.55% 31

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Granite Bay Wealth Management's GLD Position: Q2 2026 in Review

Granite Bay Wealth Management increased its SPDR Gold Trust (GLD) stake by 60% in Q2 2026, buying an estimated $4.63M and bringing the position to 29,899 shares worth $11M. The position accounts for 1.01% of the portfolio, ranked #29.

Granite Bay Wealth Management first reported a position in GLD in Q4 2021 and has held it in 17 quarters since. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Granite Bay Wealth Management held 29,899 shares of SPDR Gold Trust worth $11M as of Q2 2026.
  • Granite Bay Wealth Management bought 11,168 SPDR Gold Trust shares in Q2 2026, an estimated $4.63M.
  • SPDR Gold Trust made up 1.01% of Granite Bay Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Granite Bay Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 17 quarters since.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.