CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Carlton Hofferkamp & Jenks 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 		$494K Sell
1,303
-113
-8% -$46.8K 0.16% 91
2026
Q1 		$609K Sell
1,416
-651
-31% -$292K 0.2% 85
2025
Q4 		$819K Buy
2,067
+258
+14% +$98.5K 0.27% 71
2025
Q3 		$664K Buy
1,809
+27
+2% +$8.6K 0.22% 80
2025
Q2 		$536K Buy
1,782
+287
+19% +$86.9K 0.19% 89
2025
Q1 		$460K Sell
1,495
-50
-3% -$13.2K 0.19% 94
2024
Q4 		$408K Sell
1,545
-64
-4% -$15.7K 0.15% 100
2024
Q3 		$407K Sell
1,609
-10
-0.6% -$2.29K 0.16% 101
2024
Q2 		$360K Sell
1,619
-65
-4% -$14.1K 0.14% 105
2024
Q1 		$364K Sell
1,684
-200
-11% -$38.4K 0.15% 101
2023
Q4 		$351K Hold
1,884
– – 0.15% 103
2023
Q3 		$346K Buy
1,884
+244
+15% +$43.6K 0.16% 101
2023
Q2 		$296K Hold
1,640
– – 0.13% 108
2023
Q1 		$310K Buy
1,640
+45
+3% +$7.92K 0.14% 104
2022
Q4 		$286K Buy
1,595
+30
+2% +$4.83K 0.13% 113
2022
Q3 		$241K Hold
1,565
– – 0.11% 112
2022
Q2 		$254K Hold
1,565
– – 0.12% 111
2022
Q1 		$284K Buy
1,565
+200
+15% +$35.1K 0.12% 114
2021
Q4 		$236K Sell
1,365
-335
-20% -$56.2K 0.1% 127
2021
Q3 		$290K Buy
+1,700
New +$285K 0.12% 123

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's GLD Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its SPDR Gold Trust (GLD) stake by 8% in Q2 2026, selling an estimated $46.8K and leaving 1,303 shares worth $494K. The position accounts for 0.16% of the portfolio, ranked #91.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in GLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $819K in Q4 2025. 1,268 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 1,303 shares of SPDR Gold Trust worth $494K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 113 SPDR Gold Trust shares in Q2 2026, an estimated $46.8K.
  • SPDR Gold Trust made up 0.16% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 20 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's SPDR Gold Trust position peaked at $819K in Q4 2025.
  • 1,268 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.