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 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

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

IronBridge Private Wealth's GLD Position: Q2 2026 in Review

IronBridge Private Wealth reduced its SPDR Gold Trust (GLD) stake by 19% in Q2 2026, selling an estimated $2.21M and leaving 23,244 shares worth $8.56M. The position accounts for 2.81% of the portfolio, ranked #6.

IronBridge Private Wealth first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.2M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

IronBridge Private Wealth held 23,244 shares of SPDR Gold Trust worth $8.56M as of Q2 2026.
IronBridge Private Wealth sold 5,331 SPDR Gold Trust shares in Q2 2026, an estimated $2.21M.
SPDR Gold Trust made up 2.81% of IronBridge Private Wealth's portfolio in Q2 2026, its #6 holding.
IronBridge Private Wealth first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
IronBridge Private Wealth's SPDR Gold Trust position peaked at $14.2M in Q4 2025.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.