JWBC
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J.W. Burns & Co’s SPDR Gold Trust GLD Stock Holding History

J.W. Burns & 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 		$1.13M Sell
3,075
-159
-5% -$65.9K 0.12% 95
2026
Q1 		$1.39M Sell
3,234
-266
-8% -$119K 0.16% 87
2025
Q4 		$1.39M Buy
3,500
+25
+0.7% +$9.55K 0.15% 85
2025
Q3 		$1.24M Buy
3,475
+135
+4% +$43K 0.14% 92
2025
Q2 		$1.02M Buy
3,340
+228
+7% +$69K 0.12% 95
2025
Q1 		$897K Buy
3,112
+7
+0.2% +$1.85K 0.12% 102
2024
Q4 		$752K Buy
3,105
+59
+2% +$14.5K 0.1% 116
2024
Q3 		$740K Hold
3,046
– – 0.1% 115
2024
Q2 		$655K Hold
3,046
– – 0.09% 120
2024
Q1 		$627K Hold
3,046
– – 0.09% 125
2023
Q4 		$582K Sell
3,046
-15
-0.5% -$2.75K 0.09% 129
2023
Q3 		$525K Hold
3,061
– – 0.09% 127
2023
Q2 		$546K Hold
3,061
– – 0.09% 114
2023
Q1 		$561K Sell
3,061
-17
-0.6% -$2.99K 0.1% 114
2022
Q4 		$522K Hold
3,078
– – 0.1% 111
2022
Q3 		$476K Hold
3,078
– – 0.09% 117
2022
Q2 		$519K Buy
3,078
+75
+2% +$13.1K 0.1% 114
2022
Q1 		$542K Sell
3,003
-15
-0.5% -$2.63K 0.09% 122
2021
Q4 		$516K Buy
3,018
+21
+0.7% +$3.52K 0.07% 130
2021
Q3 		$492K Buy
2,997
+196
+7% +$32.8K 0.08% 129
2021
Q2 		$464K Hold
2,801
– – 0.07% 131
2021
Q1 		$448K Hold
2,801
– – 0.08% 128
2020
Q4 		$500K Hold
2,801
– – 0.09% 121
2020
Q3 		$496K Buy
2,801
+395
+16% +$71K 0.1% 113
2020
Q2 		$403K Buy
+2,406
New +$388K 0.09% 115
2019
Q1 		– Sell
-1,861
Closed -$226K – 162
2018
Q4 		$226K Hold
1,861
– – 0.06% 143
2018
Q3 		$210K Hold
1,861
– – 0.05% 160
2018
Q2 		$221K Sell
1,861
-339
-15% -$42K 0.06% 154
2018
Q1 		$277K Buy
2,200
+314
+17% +$39.6K 0.07% 140
2017
Q4 		$233K Hold
1,886
– – 0.06% 143
2017
Q3 		$229K Buy
1,886
+70
+4% +$8.51K 0.06% 147
2017
Q2 		$214K Sell
1,816
-375
-17% -$44.9K 0.06% 153
2017
Q1 		$260K Sell
2,191
-75
-3% -$8.72K 0.07% 143
2016
Q4 		$248K Sell
2,266
-10
-0.4% -$1.16K 0.07% 141
2016
Q3 		$286K Sell
2,276
-15
-0.7% -$1.91K 0.09% 133
2016
Q2 		$290K Sell
2,291
-84
-4% -$10.1K 0.09% 133
2016
Q1 		$279K Sell
2,375
-35
-1% -$3.97K 0.09% 134
2015
Q4 		$245K Buy
2,410
+117
+5% +$12.4K 0.08% 136
2015
Q3 		$245K Hold
2,293
– – 0.08% 135
2015
Q2 		$258K Sell
2,293
-650
-22% -$74.4K 0.08% 139
2015
Q1 		$335K Sell
2,943
-725
-20% -$84.8K 0.11% 125
2014
Q4 		$417K Sell
3,668
-1,857
-34% -$214K 0.14% 112
2014
Q3 		$642K Buy
5,525
+200
+4% +$24.7K 0.22% 87
2014
Q2 		$682K Sell
5,325
-200
-4% -$24.8K 0.23% 91
2014
Q1 		$683K Sell
5,525
-100
-2% -$12.5K 0.24% 86
2013
Q4 		$653K Sell
5,625
-125
-2% -$15.3K 0.23% 88
2013
Q3 		$737K Sell
5,750
-1,215
-17% -$156K 0.28% 83
2013
Q2 		$830K Buy
+6,965
New +$954K 0.34% 72

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

J.W. Burns & Co's GLD Position: Q2 2026 in Review

J.W. Burns & Co reduced its SPDR Gold Trust (GLD) stake by 4.9% in Q2 2026, selling an estimated $65.9K and leaving 3,075 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #95.

J.W. Burns & Co first reported a position in GLD in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.39M in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • J.W. Burns & Co held 3,075 shares of SPDR Gold Trust worth $1.13M as of Q2 2026.
  • J.W. Burns & Co sold 159 SPDR Gold Trust shares in Q2 2026, an estimated $65.9K.
  • SPDR Gold Trust made up 0.12% of J.W. Burns & Co's portfolio in Q2 2026, its #95 holding.
  • J.W. Burns & Co first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 48 quarters since.
  • J.W. Burns & Co's SPDR Gold Trust position peaked at $1.39M in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.