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Jackson Grant Investment Advisers’s SPDR Gold Trust GLD Stock Holding History

Jackson Grant Investment Advisers’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 		$739K Sell
2,005
-407
-17% -$169K 0.23% 64
2026
Q1 		$1.04M Buy
2,412
+88
+4% +$39.4K 0.35% 45
2025
Q4 		$921K Buy
2,324
+387
+20% +$148K 0.3% 50
2025
Q3 		$689K Hold
1,937
– – 0.23% 62
2025
Q2 		$590K Buy
1,937
+114
+6% +$34.5K 0.22% 60
2025
Q1 		$525K Hold
1,823
– – 0.2% 62
2024
Q4 		$441K Hold
1,823
– – 0.17% 68
2024
Q3 		$443K Buy
1,823
+402
+28% +$92.1K 0.17% 70
2024
Q2 		$306K Hold
1,421
– – 0.12% 83
2024
Q1 		$292K Sell
1,421
-1,422
-50% -$273K 0.12% 87
2023
Q4 		$543K Sell
2,843
-61
-2% -$11.2K 0.24% 58
2023
Q3 		$498K Hold
2,904
– – 0.24% 56
2023
Q2 		$518K Hold
2,904
– – 0.24% 57
2023
Q1 		$532K Buy
2,904
+195
+7% +$34.3K 0.25% 57
2022
Q4 		$460K Buy
2,709
+91
+3% +$14.7K 0.22% 64
2022
Q3 		$405K Sell
2,618
-1,529
-37% -$246K 0.21% 65
2022
Q2 		$699K Buy
4,147
+1,703
+70% +$297K 0.35% 45
2022
Q1 		$442K Buy
2,444
+522
+27% +$91.6K 0.19% 68
2021
Q4 		$329K Hold
1,922
– – 0.17% 69
2021
Q3 		$316K Buy
1,922
+29
+2% +$4.86K 0.14% 82
2021
Q2 		$314K Buy
1,893
+61
+3% +$10.4K 0.14% 83
2021
Q1 		$293K Buy
1,832
+738
+67% +$124K 0.13% 85
2020
Q4 		$195K Hold
1,094
– – 0.1% 93
2020
Q3 		$194K Hold
1,094
– – 0.12% 79
2020
Q2 		$183K Buy
1,094
+631
+136% +$102K 0.12% 80
2020
Q1 		$69K Buy
+463
New +$68.9K 0.05% 123
2016
Q1 		– Sell
-470
Closed -$48K – 173
2015
Q4 		$48K Buy
+470
New +$49.7K 0.05% 107

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jackson Grant Investment Advisers's GLD Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its SPDR Gold Trust (GLD) stake by 17% in Q2 2026, selling an estimated $169K and leaving 2,005 shares worth $739K. The position accounts for 0.23% of the portfolio, ranked #64.

Jackson Grant Investment Advisers first reported a position in GLD in Q4 2015 and has held it in 27 quarters since. The position peaked at $1.04M in Q1 2026. 3,035 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Jackson Grant Investment Advisers held 2,005 shares of SPDR Gold Trust worth $739K as of Q2 2026.
  • Jackson Grant Investment Advisers sold 407 SPDR Gold Trust shares in Q2 2026, an estimated $169K.
  • SPDR Gold Trust made up 0.23% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #64 holding.
  • Jackson Grant Investment Advisers first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 27 quarters since.
  • Jackson Grant Investment Advisers's SPDR Gold Trust position peaked at $1.04M in Q1 2026.
  • 3,035 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.