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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
Q2 		$34.3K Sell
93
-20
-18% -$8.29K 0.01% 471
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DHJJ Financial Advisors's GLD Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 18% in Q2 2026, selling an estimated $8.29K and leaving 93 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #471.

DHJJ Financial Advisors first reported a position in GLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $48.6K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • DHJJ Financial Advisors held 93 shares of SPDR Gold Trust worth $34.3K as of Q2 2026.
  • DHJJ Financial Advisors sold 20 SPDR Gold Trust shares in Q2 2026, an estimated $8.29K.
  • SPDR Gold Trust made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #471 holding.
  • DHJJ Financial Advisors first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's SPDR Gold Trust position peaked at $48.6K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.