West Branch Capital
GLD icon

West Branch Capital’s SPDR Gold Trust GLD Stock Holding History

West Branch Capital’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
Q3 		$205K Hold
537
– – 0.05% 82
2026
Q2 		$198K Hold
537
– – 0.05% 87
2026
Q1 		$231K Sell
537
-25
-4% -$11.2K 0.06% 74
2025
Q4 		$223K Sell
562
-50
-8% -$19.1K 0.06% 81
2025
Q3 		$218K Buy
612
+330
+117% +$105K 0.06% 87
2025
Q2 		$86K Buy
282
+82
+41% +$24.8K 0.03% 119
2025
Q1 		$57.6K Hold
200
– – 0.02% 144
2024
Q4 		$48.4K Hold
200
– – 0.02% 154
2024
Q3 		$48.6K Hold
200
– – 0.02% 159
2024
Q2 		$43K Hold
200
– – 0.02% 166
2024
Q1 		$41.1K Hold
200
– – 0.02% 172
2023
Q4 		$38.2K Sell
200
-230
-53% -$42.2K 0.02% 178
2023
Q3 		$73.7K Hold
430
– – 0.04% 135
2023
Q2 		$76.7K Hold
430
– – 0.04% 133
2023
Q1 		$78.8K Sell
430
-409
-49% -$72K 0.04% 127
2022
Q4 		$142K Buy
839
+409
+95% +$65.9K 0.09% 90
2022
Q3 		$67K Hold
430
– – 0.04% 147
2022
Q2 		$72K Hold
430
– – 0.04% 145
2022
Q1 		$78K Sell
430
-550
-56% -$96.5K 0.04% 151
2021
Q4 		$168K Buy
980
+225
+30% +$37.8K 0.07% 101
2021
Q3 		$124K Buy
755
+180
+31% +$30.1K 0.06% 116
2021
Q2 		$95K Buy
+575
New +$97.7K 0.05% 143

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

West Branch Capital's GLD Position: Q3 2026 in Review

West Branch Capital held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 537 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #82.

West Branch Capital first reported a position in GLD in Q2 2021 and has held it in 22 quarters since. The position peaked at $231K in Q1 2026. 2,473 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • West Branch Capital held 537 shares of SPDR Gold Trust worth $205K as of Q3 2026.
  • West Branch Capital left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.05% of West Branch Capital's portfolio in Q3 2026, its #82 holding.
  • West Branch Capital first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 22 quarters since.
  • West Branch Capital's SPDR Gold Trust position peaked at $231K in Q1 2026.
  • 2,473 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on West Branch Capital's 13F filing for Q3 2026, filed 20 Oct 2026.