4WM
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4J Wealth Management’s SPDR Gold Trust GLD Stock Holding History

4J 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
Q2 		$664K Hold
1,802
– – 0.33% 52
2026
Q1 		$775K Sell
1,802
-160
-8% -$71.7K 0.44% 41
2025
Q4 		$778K Sell
1,962
-28
-1% -$10.7K 0.45% 40
2025
Q3 		$707K Hold
1,990
– – 0.42% 43
2025
Q2 		$607K Sell
1,990
-25
-1% -$7.57K 0.41% 46
2025
Q1 		$581K Sell
2,015
-150
-7% -$39.7K 0.46% 43
2024
Q4 		$524K Hold
2,165
– – 0.42% 40
2024
Q3 		$526K Hold
2,165
– – 0.41% 48
2024
Q2 		$465K Sell
2,165
-25
-1% -$5.41K 0.38% 47
2024
Q1 		$451K Hold
2,190
– – 0.39% 51
2023
Q4 		$419K Hold
2,190
– – 0.38% 54
2023
Q3 		$375K Hold
2,190
– – 0.37% 57
2023
Q2 		$390K Hold
2,190
– – 0.38% 57
2023
Q1 		$401K Sell
2,190
-410
-16% -$72.1K 0.43% 52
2022
Q4 		$441K Sell
2,600
-58
-2% -$9.34K 0.51% 46
2022
Q3 		$411K Buy
2,658
+313
+13% +$50.3K 0.53% 43
2022
Q2 		$395K Sell
2,345
-125
-5% -$21.8K 0.5% 43
2022
Q1 		$446K Buy
2,470
+20
+0.8% +$3.51K 0.39% 41
2021
Q4 		$419K Buy
2,450
+40
+2% +$6.71K 0.35% 47
2021
Q3 		$396K Hold
2,410
– – 0.34% 49
2021
Q2 		$399K Buy
2,410
+296
+14% +$50.3K 0.35% 48
2021
Q1 		$338K Buy
2,114
+25
+1% +$4.2K 0.31% 55
2020
Q4 		$372K Buy
+2,089
New +$368K 0.36% 52

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

4J Wealth Management's GLD Position: Q2 2026 in Review

4J Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,802 shares worth $664K. The position accounts for 0.33% of the portfolio, ranked #52.

4J Wealth Management first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $778K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • 4J Wealth Management held 1,802 shares of SPDR Gold Trust worth $664K as of Q2 2026.
  • 4J Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.33% of 4J Wealth Management's portfolio in Q2 2026, its #52 holding.
  • 4J Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's SPDR Gold Trust position peaked at $778K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.