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SevenBridge Financial Group’s SPDR Gold Trust GLD Stock Holding History

SevenBridge Financial Group’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 		$1.88M Sell
4,310
-318
-7% -$142K 0.29% 86
2025
Q4 		$2.15M Sell
4,628
-300
-6% -$115K 0.35% 81
2025
Q3 		$1.9M Sell
4,928
-485
-9% -$155K 0.31% 88
2025
Q2 		$1.67M Sell
5,413
-430
-7% -$130K 0.29% 100
2025
Q1 		$1.74M Sell
5,843
-1,984
-25% -$525K 0.34% 89
2024
Q4 		$2.09M Sell
7,827
-55
-0.7% -$13.5K 0.4% 76
2024
Q3 		$1.91M Buy
7,882
+136
+2% +$31.1K 0.37% 74
2024
Q2 		$1.71M Sell
7,746
-52
-0.7% -$11.2K 0.38% 70
2024
Q1 		$1.66M Sell
7,798
-5,885
-43% -$1.13M 0.38% 73
2023
Q4 		$2.62M Sell
13,683
-980
-7% -$180K 0.62% 54
2023
Q3 		$2.51M Sell
14,663
-1,200
-8% -$215K 0.65% 49
2023
Q2 		$2.83M Sell
15,863
-975
-6% -$179K 0.73% 43
2023
Q1 		$3.09M Sell
16,838
-1,982
-11% -$349K 0.85% 36
2022
Q4 		$3.19M Sell
18,820
-2,365
-11% -$381K 0.93% 36
2022
Q3 		$3.28M Sell
21,185
-960
-4% -$154K 1.11% 27
2022
Q2 		$3.73M Sell
22,145
-1,060
-5% -$185K 1.51% 16
2022
Q1 		$4.19M Sell
23,205
-2,989
-11% -$524K 1.47% 16
2021
Q4 		$4.48M Sell
26,194
-812
-3% -$136K 1.35% 17
2021
Q3 		$4.43M Sell
27,006
-1,019
-4% -$171K 1.48% 14
2021
Q2 		$4.64M Buy
28,025
+611
+2% +$104K 1.51% 14
2021
Q1 		$4.38M Buy
27,414
+575
+2% +$96.6K 1.6% 15
2020
Q4 		$4.79M Buy
26,839
+556
+2% +$97.9K 1.87% 11
2020
Q3 		$4.66M Buy
+26,283
New +$4.72M 2.12% 7
2016
Q3 		– Sell
-108
Closed -$14K – 645
2016
Q2 		$14K Buy
+108
New +$13K 0.01% 463

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SevenBridge Financial Group's GLD Position: Q1 2026 in Review

SevenBridge Financial Group reduced its SPDR Gold Trust (GLD) stake by 6.9% in Q1 2026, selling an estimated $142K and leaving 4,310 shares worth $1.88M. The position accounts for 0.29% of the portfolio, ranked #86.

SevenBridge Financial Group first reported a position in GLD in Q2 2016 and has held it in 24 quarters since. The position peaked at $4.79M in Q4 2020. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • SevenBridge Financial Group held 4,310 shares of SPDR Gold Trust worth $1.88M as of Q1 2026.
  • SevenBridge Financial Group sold 318 SPDR Gold Trust shares in Q1 2026, an estimated $142K.
  • SPDR Gold Trust made up 0.29% of SevenBridge Financial Group's portfolio in Q1 2026, its #86 holding.
  • SevenBridge Financial Group first reported a position in SPDR Gold Trust in Q2 2016 and has held it in 24 quarters since.
  • SevenBridge Financial Group's SPDR Gold Trust position peaked at $4.79M in Q4 2020.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.