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 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 $1.37T 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

North Berkeley Wealth Management's GLD Position: Q1 2026 in Review

North Berkeley Wealth Management reduced its SPDR Gold Trust (GLD) stake by 30% in Q1 2026, selling an estimated $139K and leaving 727 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #59.

North Berkeley Wealth Management first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $418K in Q3 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

North Berkeley Wealth Management held 727 shares of SPDR Gold Trust worth $313K as of Q1 2026.
North Berkeley Wealth Management sold 310 SPDR Gold Trust shares in Q1 2026, an estimated $139K.
SPDR Gold Trust made up 0.17% of North Berkeley Wealth Management's portfolio in Q1 2026, its #59 holding.
North Berkeley Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
North Berkeley Wealth Management's SPDR Gold Trust position peaked at $418K in Q3 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.