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Three Bridge Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Three Bridge Wealth Advisors’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 		$17.3M Sell
40,221
-1,465
-4% -$656K 4.75% 6
2025
Q4 		$16.5M Buy
41,686
+389
+0.9% +$149K 4.36% 7
2025
Q3 		$14.7M Buy
41,297
+3,140
+8% +$1M 3.78% 8
2025
Q2 		$11.6M Buy
38,157
+6,550
+21% +$1.98M 3.06% 11
2025
Q1 		$9.11M Buy
31,607
+622
+2% +$164K 3.17% 10
2024
Q4 		$7.5M Buy
30,985
+140
+0.5% +$34.4K 2.63% 11
2024
Q3 		$7.5M Buy
30,845
+620
+2% +$142K 2.77% 11
2024
Q2 		$6.5M Sell
30,225
-190
-0.6% -$41.1K 2.58% 11
2024
Q1 		$6.26M Buy
30,415
+175
+0.6% +$33.6K 2.47% 11
2023
Q4 		$5.78M Buy
30,240
+124
+0.4% +$22.7K 2% 14
2023
Q3 		$5.16M Sell
30,116
-2,150
-7% -$384K 2.14% 13
2023
Q2 		$5.75M Sell
32,266
-1,685
-5% -$310K 2.44% 12
2023
Q1 		$6.22M Buy
33,951
+743
+2% +$131K 2.88% 8
2022
Q4 		$5.63M Sell
33,208
-8,242
-20% -$1.33M 3.02% 8
2022
Q3 		$6.41M Sell
41,450
-925
-2% -$149K 3.26% 6
2022
Q2 		$7.14M Sell
42,375
-5,575
-12% -$974K 3.5% 6
2022
Q1 		$8.66M Buy
+47,950
New +$8.41M 2.42% 5

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

Three Bridge Wealth Advisors's GLD Position: Q1 2026 in Review

Three Bridge Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 3.5% in Q1 2026, selling an estimated $656K and leaving 40,221 shares worth $17.3M. The position accounts for 4.75% of the portfolio, ranked #6.

Three Bridge Wealth Advisors first reported a position in GLD in Q1 2022 and has held it in 17 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Three Bridge Wealth Advisors held 40,221 shares of SPDR Gold Trust worth $17.3M as of Q1 2026.
  • Three Bridge Wealth Advisors sold 1,465 SPDR Gold Trust shares in Q1 2026, an estimated $656K.
  • SPDR Gold Trust made up 4.75% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Three Bridge Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.