JDM Financial Group’s SPDR Gold Trust GLD Stock Holding History

JDM Financial Group’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	$63K	Hold	171	–	–	0.02%	103
2026 Q1	$73.6K	Hold	171	–	–	0.03%	90
2025 Q4	$67.8K	Hold	171	–	–	0.03%	93
2025 Q3	$60.8K	Hold	171	–	–	0.03%	91
2025 Q2	$52.1K	Buy	171 +16	+10%	+$4.84K	0.02%	90
2025 Q1	$44.7K	Hold	155	–	–	0.02%	92
2024 Q4	$37.5K	Hold	155	–	–	0.02%	99
2024 Q3	$37.7K	Hold	155	–	–	0.02%	102
2024 Q2	$33.3K	Hold	155	–	–	0.02%	97
2024 Q1	$31.9K	Hold	155	–	–	0.02%	90
2023 Q4	$29.6K	Hold	155	–	–	0.02%	88
2023 Q3	$26.6K	Hold	155	–	–	0.02%	88
2023 Q2	$27.6K	Buy	155 +55	+55%	+$10.1K	0.02%	90
2023 Q1	$18.3K	Hold	100	–	–	0.02%	101
2022 Q4	$17K	Buy	+100	New	+$16.1K	0.02%	105

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

JDM Financial Group's GLD Position: Q2 2026 in Review

JDM Financial Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 171 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #103.

JDM Financial Group first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $73.6K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

JDM Financial Group held 171 shares of SPDR Gold Trust worth $63K as of Q2 2026.
JDM Financial Group left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.02% of JDM Financial Group's portfolio in Q2 2026, its #103 holding.
JDM Financial Group first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's SPDR Gold Trust position peaked at $73.6K in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.