IronBridge Private Wealth’s SPDR Gold Trust GLD Stock Holding History

IronBridge Private Wealth’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 Q1	$12.3M	Sell	28,575 -7,186	-20%	-$3.22M	3.97%	6
2025 Q4	$14.2M	Hold	35,761	–	–	4.49%	6
2025 Q3	$12.7M	Buy	35,761 +29,367	+459%	+$9.36M	4.01%	7
2025 Q2	$1.95M	Sell	6,394 -16,753	-72%	-$5.07M	0.68%	25
2025 Q1	$6.67M	Sell	23,147 -24,298	-51%	-$6.43M	2.63%	10
2024 Q4	$11.5M	Sell	47,445 -2,025	-4%	-$498K	4.22%	7
2024 Q3	$12M	Buy	49,470 +1,411	+3%	+$323K	4.49%	5
2024 Q2	$10.3M	Buy	48,059 +35,093	+271%	+$7.59M	3.87%	6
2024 Q1	$2.67M	Buy	+12,966	New	+$2.49M	1.11%	30

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IronBridge Private Wealth's GLD Position: Q1 2026 in Review

IronBridge Private Wealth reduced its SPDR Gold Trust (GLD) stake by 20% in Q1 2026, selling an estimated $3.22M and leaving 28,575 shares worth $12.3M. The position accounts for 3.97% of the portfolio, ranked #6.

IronBridge Private Wealth first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.2M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

IronBridge Private Wealth held 28,575 shares of SPDR Gold Trust worth $12.3M as of Q1 2026.
IronBridge Private Wealth sold 7,186 SPDR Gold Trust shares in Q1 2026, an estimated $3.22M.
SPDR Gold Trust made up 3.97% of IronBridge Private Wealth's portfolio in Q1 2026, its #6 holding.
IronBridge Private Wealth first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
IronBridge Private Wealth's SPDR Gold Trust position peaked at $14.2M in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.