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

J.M. Forbes & 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 Q2	$1.99M	Buy	5,409 +3	+0.1%	+$1.24K	0.16%	71
2026 Q1	$2.33M	Hold	5,406	–	–	0.2%	67
2025 Q4	$2.14M	Hold	5,406	–	–	0.17%	69
2025 Q3	$1.92M	Buy	5,406 +13	+0.2%	+$4.14K	0.16%	72
2025 Q2	$1.64M	Hold	5,393	–	–	0.15%	71
2025 Q1	$1.55M	Buy	5,393 +29	+0.5%	+$7.67K	0.15%	72
2024 Q4	$1.3M	Buy	5,364 +46	+0.9%	+$11.3K	0.13%	77
2024 Q3	$1.29M	Hold	5,318	–	–	0.13%	75
2024 Q2	$1.14M	Hold	5,318	–	–	0.12%	76
2024 Q1	$1.09M	Hold	5,318	–	–	0.12%	78
2023 Q4	$1.02M	Hold	5,318	–	–	0.12%	75
2023 Q3	$912K	Hold	5,318	–	–	0.12%	77
2023 Q2	$948K	Hold	5,318	–	–	0.12%	77
2023 Q1	$974K	Hold	5,318	–	–	0.13%	57
2022 Q4	$902K	Hold	5,318	–	–	0.13%	57
2022 Q3	$823K	Hold	5,318	–	–	0.13%	60
2022 Q2	$896K	Hold	5,318	–	–	0.13%	60
2022 Q1	$961K	Hold	5,318	–	–	0.12%	63
2021 Q4	$909K	Hold	5,318	–	–	0.1%	64
2021 Q3	$873K	Hold	5,318	–	–	0.11%	61
2021 Q2	$881K	Hold	5,318	–	–	0.11%	60
2021 Q1	$851K	Buy	+5,318	New	+$894K	0.12%	56
2020 Q4	–	Sell	-1,415	Closed	-$251K	–	108
2020 Q3	$251K	Hold	1,415	–	–	0.04%	89
2020 Q2	$237K	Hold	1,415	–	–	0.04%	86
2020 Q1	$209K	Sell	1,415 -14	-1%	-$2.08K	0.05%	83
2019 Q4	$204K	Buy	+1,429	New	+$200K	0.03%	99

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

J.M. Forbes & Co's GLD Position: Q2 2026 in Review

J.M. Forbes & Co increased its SPDR Gold Trust (GLD) stake by 0.06% in Q2 2026, buying an estimated $1.24K and bringing the position to 5,409 shares worth $1.99M. The position accounts for 0.16% of the portfolio, ranked #71.

J.M. Forbes & Co first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.33M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

J.M. Forbes & Co held 5,409 shares of SPDR Gold Trust worth $1.99M as of Q2 2026.
J.M. Forbes & Co bought 3 SPDR Gold Trust shares in Q2 2026, an estimated $1.24K.
SPDR Gold Trust made up 0.16% of J.M. Forbes & Co's portfolio in Q2 2026, its #71 holding.
J.M. Forbes & Co first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
J.M. Forbes & Co's SPDR Gold Trust position peaked at $2.33M in Q1 2026.
1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.