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DHJJ Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

DHJJ Financial 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 		$48.6K Hold
113
– – 0.02% 404
2025
Q4 		$44.8K Hold
113
– – 0.01% 398
2025
Q3 		$40.2K Sell
113
-2
-2% -$637 0.01% 396
2025
Q2 		$35.1K Sell
115
-5
-4% -$1.51K 0.01% 401
2025
Q1 		$34.6K Sell
120
-4
-3% -$1.06K 0.01% 360
2024
Q4 		$30K Sell
124
-4
-3% -$983 0.01% 373
2024
Q3 		$31.1K Hold
128
– – 0.01% 369
2024
Q2 		$27.5K Sell
128
-3
-2% -$649 0.01% 351
2024
Q1 		$26.9K Hold
131
– – 0.01% 338
2023
Q4 		$25K Hold
131
– – 0.01% 338
2023
Q3 		$22.5K Buy
+131
New +$23.4K 0.01% 345

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

DHJJ Financial Advisors's GLD Position: Q1 2026 in Review

DHJJ Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 113 shares worth $48.6K. The position accounts for 0.02% of the portfolio, ranked #404.

DHJJ Financial Advisors first reported a position in GLD in Q3 2023 and has held it in 11 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • DHJJ Financial Advisors held 113 shares of SPDR Gold Trust worth $48.6K as of Q1 2026.
  • DHJJ Financial Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #404 holding.
  • DHJJ Financial Advisors first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 11 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.