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 Q3	$9.6M	Buy	25,152 +1,908	+8%	+$746K	2.84%	8
2026 Q2	$8.56M	Sell	23,244 -5,331	-19%	-$2.21M	2.81%	6
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

IronBridge Private Wealth's GLD Position: Q3 2026 in Review

IronBridge Private Wealth increased its SPDR Gold Trust (GLD) stake by 8.2% in Q3 2026, buying an estimated $746K and bringing the position to 25,152 shares worth $9.6M. The position accounts for 2.84% of the portfolio, ranked #8.

IronBridge Private Wealth first reported a position in GLD in Q1 2024 and has held it in 11 quarters since. The position peaked at $14.2M in Q4 2025. 2,045 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

IronBridge Private Wealth held 25,152 shares of SPDR Gold Trust worth $9.6M as of Q3 2026.
IronBridge Private Wealth bought 1,908 SPDR Gold Trust shares in Q3 2026, an estimated $746K.
SPDR Gold Trust made up 2.84% of IronBridge Private Wealth's portfolio in Q3 2026, its #8 holding.
IronBridge Private Wealth first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 11 quarters since.
IronBridge Private Wealth's SPDR Gold Trust position peaked at $14.2M in Q4 2025.
2,045 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on IronBridge Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.