J2 Capital Management’s SPDR Gold Trust GLD Stock Holding History

J2 Capital Management’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	$2.18M	Sell	5,906 -323	-5%	-$134K	1.46%	10
2026 Q1	$2.68M	Sell	6,229 -12	-0.2%	-$5.37K	1.84%	11
2025 Q4	$2.47M	Buy	6,241 +209	+3%	+$79.8K	1.8%	12
2025 Q3	$2.14M	Buy	6,032 +273	+5%	+$87K	1.61%	12
2025 Q2	$1.76M	Buy	5,759 +641	+13%	+$194K	1.4%	15
2025 Q1	$1.47M	Sell	5,118 -690	-12%	-$182K	1.36%	12
2024 Q4	$1.41M	Buy	+5,808	New	+$1.43M	1.32%	16
2023 Q3	$1.14M	Sell	6,671 -59	-0.9%	-$10.5K	1.45%	13
2023 Q2	$1.2M	Sell	6,730 -637	-9%	-$117K	1.42%	14
2023 Q1	$1.35M	Buy	7,367 +3,745	+103%	+$659K	2.09%	11
2022 Q4	$614K	Sell	3,622 -4,262	-54%	-$687K	1.05%	18
2022 Q3	$1.22M	Buy	7,884 +207	+3%	+$33.3K	2.31%	10
2022 Q2	$1.29M	Sell	7,677 -3,187	-29%	-$557K	1.97%	14
2022 Q1	$1.96M	Buy	10,864 +289	+3%	+$50.7K	2.15%	14
2021 Q4	$1.81M	Buy	+10,575	New	+$1.78M	1.72%	15

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

J2 Capital Management's GLD Position: Q2 2026 in Review

J2 Capital Management reduced its SPDR Gold Trust (GLD) stake by 5.2% in Q2 2026, selling an estimated $134K and leaving 5,906 shares worth $2.18M. The position accounts for 1.46% of the portfolio, ranked #10.

J2 Capital Management first reported a position in GLD in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.68M in Q1 2026. 587 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

J2 Capital Management held 5,906 shares of SPDR Gold Trust worth $2.18M as of Q2 2026.
J2 Capital Management sold 323 SPDR Gold Trust shares in Q2 2026, an estimated $134K.
SPDR Gold Trust made up 1.46% of J2 Capital Management's portfolio in Q2 2026, its #10 holding.
J2 Capital Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 15 quarters since.
J2 Capital Management's SPDR Gold Trust position peaked at $2.68M in Q1 2026.
587 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.