Bare Financial Services, Inc GLD — SPDR Gold Shares ETF

Ownership history in Bare Financial Services, Inc  ·  9 quarters on record

AI Ownership Summary

Bare Financial Services, Inc reported SPDR Gold Shares ETF (GLD) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.19% in 2023 Q4. The latest visible filing shows GLD at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bare Financial Services, Inc's position in SPDR Gold Shares ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GLD was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLD stock page Bare Financial Services, Inc fund profile Bare Financial Services, Inc full holdings
How Bare Financial Services, Inc held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 902 +141 +18.5% 0.10% $357K 2026-02-14 (Est.) $462.62
2025 Q3 REDUCED 9.3% +12.1% ❌ 761 -78 -9.3% 0.08% $271K 2025-11-12 $385.99
2025 Q2 UNCHANGED — — — 839 — 0% 0.09% $256K 2025-08-13 $309.21
2025 Q1 ADDED — — — 839 +78 +10.2% 0.09% $242K 2025-05-12 $298.19
2024 Q4 ADDED — — — 761 +20 +2.7% 0.07% $184K 2025-02-10 $268.37
2024 Q3 ADDED — — — 741 +20 +2.8% 0.07% $180K 2024-11-13 $237.63
2024 Q2 ADDED — — — 721 +115 +19.0% 0.09% $163K 2024-08-14 $226.20
2024 Q1 ADDED — — — 606 +102 +20.2% 0.12% $128K 2024-05-13 $216.26
2023 Q4 INITIATED — — — 504 — — 0.19% $96K 2024-02-06 $188.55

🏢 Other funds also holding GLD

As of 2026 Q1 — sorted by position size

Gruss & Co., LLC 3Y 7Y 42.72% Eurizon Asset Management Hungary Ltd. 40.21% VISTA FINANCE, LLC 3Y 34.24% PPSC Investment Service Corp 3Y 26.54% Briaud Financial Planning Inc 3Y 22.37% Walser Wealth Management Company, A Ltd Liability Co 20.13% SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 18.76% Corecam AG 18.69% Corecam Pte. Ltd. 17.92% Brown University 3Y 16.69%

FAQ About Bare Financial Services, Inc and GLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bare Financial Services, Inc reported owning GLD?

Bare Financial Services, Inc reported GLD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GLD position in Bare Financial Services, Inc's portfolio?

The largest reported portfolio weight for GLD was 0.19% in 2023 Q4.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2025 Q4, when Bare Financial Services, Inc reported 902 shares, equal to 0.10% of portfolio, with an estimated market value of $357K.

What does the chart on this GLD ownership page compare?

The chart compares Bare Financial Services, Inc's quarterly GLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bare Financial Services, Inc time their GLD position?

Based on 13F filing dates vs. subsequent GLD price moves, Bare Financial Services, Inc correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on GLD relative to SPY over the holding period was +31.3%.

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