JWCA
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J.W. Cole Advisors’s SPDR Gold Trust GLD Stock Holding History

J.W. Cole 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 		$20.1M Sell
54,577
-3,915
-7% -$1.62M 0.35% 45
2026
Q1 		$25.2M Buy
58,492
+2,292
+4% +$1.03M 0.85% 17
2025
Q4 		$15M Buy
56,200
+3,578
+7% +$1.37M 0.36% 45
2025
Q3 		$18.7M Buy
52,622
+3,762
+8% +$1.2M 0.36% 45
2025
Q2 		$14.9M Buy
48,860
+18,658
+62% +$5.65M 0.32% 54
2025
Q1 		$8.7M Sell
30,202
-1,573
-5% -$416K 0.27% 68
2024
Q4 		$7.69M Buy
31,775
+4,700
+17% +$1.15M 0.31% 63
2024
Q3 		$6.58M Buy
27,075
+6,205
+30% +$1.42M 0.28% 73
2024
Q2 		$4.49M Sell
20,870
-242
-1% -$52.3K 0.21% 101
2024
Q1 		$4.35M Buy
21,112
+2,898
+16% +$556K 0.22% 100
2023
Q4 		$3.48M Sell
18,214
-1,965
-10% -$360K 0.2% 116
2023
Q3 		$3.46M Sell
20,179
-2,054
-9% -$367K 0.26% 91
2023
Q2 		$3.96M Buy
22,233
+855
+4% +$157K 0.28% 83
2023
Q1 		$3.92M Sell
21,378
-102
-0.5% -$17.9K 0.28% 83
2022
Q4 		$3.64M Sell
21,480
-3,069
-13% -$494K 0.28% 83
2022
Q3 		$3.8M Sell
24,549
-2,238
-8% -$360K 0.32% 77
2022
Q2 		$4.51M Sell
26,787
-959
-3% -$167K 0.36% 59
2022
Q1 		$5.01M Buy
27,746
+6,267
+29% +$1.1M 0.34% 63
2021
Q4 		$3.67M Sell
21,479
-1,094
-5% -$184K 0.24% 98
2021
Q3 		$3.71M Sell
22,573
-2,179
-9% -$365K 0.27% 62
2021
Q2 		$4.1M Sell
24,752
-835
-3% -$142K 0.32% 71
2021
Q1 		$4.09M Sell
25,587
-1,910
-7% -$321K 0.39% 54
2020
Q4 		$4.9M Buy
27,497
+766
+3% +$135K 0.51% 37
2020
Q3 		$4.74M Sell
26,731
-15,164
-36% -$2.73M 0.36% 66
2020
Q2 		$7.01M Buy
41,895
+37,398
+832% +$6.03M 1.05% 18
2020
Q1 		$666K Sell
4,497
-17,566
-80% -$2.62M 1.29% 14
2019
Q4 		$3.15M Buy
+22,063
New +$3.08M 0.4% 59

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

J.W. Cole Advisors's GLD Position: Q2 2026 in Review

J.W. Cole Advisors reduced its SPDR Gold Trust (GLD) stake by 6.7% in Q2 2026, selling an estimated $1.62M and leaving 54,577 shares worth $20.1M. The position accounts for 0.35% of the portfolio, ranked #45.

J.W. Cole Advisors first reported a position in GLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.2M in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • J.W. Cole Advisors held 54,577 shares of SPDR Gold Trust worth $20.1M as of Q2 2026.
  • J.W. Cole Advisors sold 3,915 SPDR Gold Trust shares in Q2 2026, an estimated $1.62M.
  • SPDR Gold Trust made up 0.35% of J.W. Cole Advisors's portfolio in Q2 2026, its #45 holding.
  • J.W. Cole Advisors first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • J.W. Cole Advisors's SPDR Gold Trust position peaked at $25.2M in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.