J. Goldman & Co’s SPDR Gold Trust GLD Stock Holding History

J. Goldman & Co’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	$430K	Buy	+1,000	New	+$448K	0.01%	526
2025 Q4	–	Sell	-10,000	Closed	-$3.55M	–	621
2025 Q3	$3.55M	Buy	+10,000	New	+$3.19M	0.09%	232
2022 Q3	–	Sell	-12,000	Closed	-$2.02M	–	423
2022 Q2	$2.02M	Buy	+12,000	New	+$2.1M	0.1%	201
2018 Q3	–	Sell	-210,000	Closed	-$24.9M	–	307
2018 Q2	$24.9M	Buy	+210,000	New	+$26M	1.29%	11
2018 Q1	–	Sell	-122,500	Closed	-$15.1M	–	380
2017 Q4	$15.1M	Buy	122,500 +52,500	+75%	+$6.36M	0.8%	31
2017 Q3	$8.51M	Buy	+70,000	New	+$8.51M	0.43%	69
2017 Q1	–	Sell	-120,000	Closed	-$13.2M	–	355
2016 Q4	$13.2M	Buy	+120,000	New	+$13.9M	0.87%	24
2016 Q3	–	Sell	-30,000	Closed	-$3.79M	–	332
2016 Q2	$3.79M	Buy	+30,000	New	+$3.61M	0.2%	123
2016 Q1	–	Sell	-180,000	Closed	-$18.3M	–	318
2015 Q4	$18.3M	Buy	+180,000	New	+$19M	1.88%	8
2014 Q2	–	Sell	-105,000	Closed	-$13M	–	267
2014 Q1	$13M	Sell	105,000 -320,000	-75%	-$39.9M	0.96%	18
2013 Q4	$49.4M	Buy	+425,000	New	+$52.2M	6.2%	2

Other funds holding GLD

Bank of America

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

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