Jackson Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Jackson Wealth 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	–	Sell	-685	Closed	-$295K	–	93
2026 Q1	$295K	Buy	685 +86	+14%	+$38.5K	0.03%	122
2025 Q4	$237K	Sell	599 -97	-14%	-$37K	0.02%	135
2025 Q3	$247K	Sell	696 -123	-15%	-$39.2K	0.02%	146
2025 Q2	$250K	Buy	+819	New	+$248K	0.03%	145
2024 Q2	–	Sell	-2,048	Closed	-$421K	–	119
2024 Q1	$421K	Hold	2,048	–	–	0.05%	107
2023 Q4	$392K	Hold	2,048	–	–	0.05%	112
2023 Q3	$351K	Sell	2,048 -1,601	-44%	-$286K	0.05%	116
2023 Q2	$651K	Sell	3,649 -72	-2%	-$13.2K	0.1%	85
2023 Q1	$682K	Buy	3,721 +937	+34%	+$165K	0.51%	64
2022 Q4	$472K	Sell	2,784 -1,358	-33%	-$219K	0.17%	70
2022 Q3	$641K	Buy	4,142 +2,454	+145%	+$395K	0.13%	78
2022 Q2	$284K	Sell	1,688 -13,592	-89%	-$2.37M	0.13%	84
2022 Q1	$2.76M	Buy	+15,280	New	+$2.68M	0.38%	67
2018 Q2	–	Sell	-12,034	Closed	-$1.52M	–	93
2018 Q1	$1.52M	Buy	+12,034	New	+$1.52M	0.43%	66
2015 Q4	–	Sell	-1,015	Closed	-$108K	–	83
2015 Q3	$108K	Buy	+1,015	New	+$109K	0.04%	110

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jackson Wealth Management's GLD Position: Q2 2026 in Review

Jackson Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 685 shares — an estimated $295K sold.

Jackson Wealth Management first reported a position in GLD in Q3 2015 and held it in 15 quarters. The position peaked at $2.76M in Q1 2022. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Jackson Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
Jackson Wealth Management sold 685 SPDR Gold Trust shares in Q2 2026, an estimated $295K.
Jackson Wealth Management first reported a position in SPDR Gold Trust in Q3 2015 and held it in 15 quarters.
Jackson Wealth Management's SPDR Gold Trust position peaked at $2.76M in Q1 2022.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.