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James J. Burns & Company’s SPDR Gold Trust GLD Stock Holding History

James J. Burns & Company’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
Q1 		$749K Buy
1,740
+490
+39% +$219K 0.1% 79
2025
Q4 		$495K Sell
1,250
-141
-10% -$53.8K 0.07% 99
2025
Q3 		$494K Sell
1,391
-351
-20% -$112K 0.07% 92
2025
Q2 		$531K Sell
1,742
-248
-12% -$75.1K 0.09% 84
2025
Q1 		$573K Hold
1,990
– – 0.1% 79
2024
Q4 		$482K Sell
1,990
-100
-5% -$24.6K 0.08% 89
2024
Q3 		$508K Sell
2,090
-18
-0.9% -$4.12K 0.09% 80
2024
Q2 		$453K Buy
2,108
+1,002
+91% +$217K 0.09% 78
2024
Q1 		$233K Sell
1,106
-1,212
-52% -$233K 0.08% 80
2023
Q4 		$444K Buy
2,318
+35
+2% +$6.42K 0.11% 75
2023
Q3 		$393K Hold
2,283
– – 0.11% 72
2023
Q2 		$407K Buy
2,283
+401
+21% +$73.7K 0.1% 75
2023
Q1 		$345K Buy
+1,882
New +$331K 0.09% 86

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

James J. Burns & Company's GLD Position: Q1 2026 in Review

James J. Burns & Company increased its SPDR Gold Trust (GLD) stake by 39% in Q1 2026, buying an estimated $219K and bringing the position to 1,740 shares worth $749K. The position accounts for 0.1% of the portfolio, ranked #79.

James J. Burns & Company first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • James J. Burns & Company held 1,740 shares of SPDR Gold Trust worth $749K as of Q1 2026.
  • James J. Burns & Company bought 490 SPDR Gold Trust shares in Q1 2026, an estimated $219K.
  • SPDR Gold Trust made up 0.1% of James J. Burns & Company's portfolio in Q1 2026, its #79 holding.
  • James J. Burns & Company first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.