Glass Jacobson Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Glass Jacobson Investment 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	$3.03M	Sell	7,045 -738	-9%	-$331K	1.05%	24
2025 Q4	$3.08M	Sell	7,783 -485	-6%	-$185K	1.11%	20
2025 Q3	$2.94M	Sell	8,268 -192	-2%	-$61.2K	1.06%	25
2025 Q2	$2.58M	Buy	8,460 +346	+4%	+$105K	0.99%	30
2025 Q1	$1.96M	Hold	8,114	–	–	0.65%	45
2024 Q4	$1.96M	Buy	8,114 +148	+2%	+$36.4K	0.65%	45
2024 Q3	$1.94M	Hold	7,966	–	–	0.64%	48
2024 Q2	$1.71M	Hold	7,966	–	–	0.62%	49
2024 Q1	$1.64M	Buy	7,966 +7	+0.1%	+$1.34K	0.62%	54
2023 Q4	$1.52M	Sell	7,959 -59	-0.7%	-$10.8K	0.62%	51
2023 Q3	$1.37M	Sell	8,018 -250	-3%	-$44.7K	0.63%	46
2023 Q2	$1.47M	Buy	+8,268	New	+$1.52M	0.68%	42
2022 Q4	$1.39M	Buy	+8,217	New	+$1.32M	0.69%	39

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Glass Jacobson Investment Advisors's GLD Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 9.5% in Q1 2026, selling an estimated $331K and leaving 7,045 shares worth $3.03M. The position accounts for 1.05% of the portfolio, ranked #24.

Glass Jacobson Investment Advisors first reported a position in GLD in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.08M in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Glass Jacobson Investment Advisors held 7,045 shares of SPDR Gold Trust worth $3.03M as of Q1 2026.
Glass Jacobson Investment Advisors sold 738 SPDR Gold Trust shares in Q1 2026, an estimated $331K.
SPDR Gold Trust made up 1.05% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #24 holding.
Glass Jacobson Investment Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's SPDR Gold Trust position peaked at $3.08M in Q4 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.