JBR Co Financial Management’s SPDR Gold Trust GLD Stock Holding History

JBR Co Financial 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	$807K	Buy	2,191 +312	+17%	+$129K	0.29%	66
2026 Q1	$745K	Hold	1,879	–	–	0.31%	63
2025 Q4	$745K	Sell	1,879 -243	-11%	-$92.8K	0.31%	63
2025 Q3	$754K	Buy	2,122 +373	+21%	+$119K	0.32%	57
2025 Q2	$533K	Buy	1,749 +8	+0.5%	+$2.42K	0.26%	67
2025 Q1	$502K	Buy	1,741 +36	+2%	+$9.52K	0.29%	65
2024 Q4	$413K	Hold	1,705	–	–	0.25%	76
2024 Q3	$414K	Hold	1,705	–	–	0.27%	70
2024 Q2	$367K	Hold	1,705	–	–	0.26%	72
2024 Q1	$351K	Hold	1,705	–	–	0.28%	70
2023 Q4	$326K	Buy	+1,705	New	+$312K	0.31%	64

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

JBR Co Financial Management's GLD Position: Q2 2026 in Review

JBR Co Financial Management increased its SPDR Gold Trust (GLD) stake by 17% in Q2 2026, buying an estimated $129K and bringing the position to 2,191 shares worth $807K. The position accounts for 0.29% of the portfolio, ranked #66.

JBR Co Financial Management first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. 1,265 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

JBR Co Financial Management held 2,191 shares of SPDR Gold Trust worth $807K as of Q2 2026.
JBR Co Financial Management bought 312 SPDR Gold Trust shares in Q2 2026, an estimated $129K.
SPDR Gold Trust made up 0.29% of JBR Co Financial Management's portfolio in Q2 2026, its #66 holding.
JBR Co Financial Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
1,265 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.