North Berkeley Wealth Management’s SPDR Gold Trust GLD Stock Holding History

North Berkeley 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	$268K	Hold	727	–	–	0.11%	67
2026 Q1	$313K	Sell	727 -310	-30%	-$139K	0.17%	59
2025 Q4	$411K	Sell	1,037 -140	-12%	-$53.5K	0.24%	53
2025 Q3	$418K	Buy	1,177 +115	+11%	+$36.6K	0.33%	42
2025 Q2	$324K	Hold	1,062	–	–	0.3%	50
2025 Q1	$306K	Sell	1,062 -44	-4%	-$11.6K	0.32%	49
2024 Q4	$268K	Buy	+1,106	New	+$272K	0.27%	52

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

North Berkeley Wealth Management's GLD Position: Q2 2026 in Review

North Berkeley Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 727 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #67.

North Berkeley Wealth Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $418K in Q3 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

North Berkeley Wealth Management held 727 shares of SPDR Gold Trust worth $268K as of Q2 2026.
North Berkeley Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.11% of North Berkeley Wealth Management's portfolio in Q2 2026, its #67 holding.
North Berkeley Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
North Berkeley Wealth Management's SPDR Gold Trust position peaked at $418K in Q3 2025.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.