JFG
GLD icon

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

Jefferies 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
Q1 		$4.71M Sell
10,948
-328,010
-97% -$147M 0.03% 359
2025
Q4 		$134M Buy
338,958
+317,267
+1,463% +$121M 0.69% 20
2025
Q3 		$7.71M Buy
21,691
+16,313
+303% +$5.2M 0.04% 269
2025
Q2 		$1.64M Buy
5,378
+1,731
+47% +$524K 0.01% 578
2025
Q1 		$1.05M Sell
3,647
-79,267
-96% -$21M 0.01% 799
2024
Q4 		$20.1M Buy
82,914
+78,004
+1,589% +$19.2M 0.12% 134
2024
Q3 		$1.19M Sell
4,910
-28,713
-85% -$6.58M 0.01% 740
2024
Q2 		$7.23M Buy
33,623
+30,864
+1,119% +$6.68M 0.08% 203
2024
Q1 		$568K Buy
2,759
+197
+8% +$37.8K 0.01% 1022
2023
Q4 		$490K Sell
2,562
-2,161
-46% -$396K ﹤0.01% 1226
2023
Q3 		$810K Buy
4,723
+250
+6% +$44.7K 0.01% 899
2023
Q2 		$797K Hold
4,473
– – 0.01% 1012
2023
Q1 		$820K Sell
4,473
-43,902
-91% -$7.72M 0.01% 958
2022
Q4 		$8.21M Buy
+48,375
New +$7.79M 0.06% 260
2019
Q2 		– Sell
-706,525
Closed -$86.2M – 27
2019
Q1 		$86.2M Hold
706,525
– – 8.59% 4
2018
Q4 		$85.7M Buy
+706,525
New +$82.1M 10.06% 3
2016
Q4 		– Sell
-123,396
Closed -$15.4M – 28
2016
Q3 		$15.4M Buy
123,396
+1,502
+1% +$191K 1.27% 9
2016
Q2 		$15.4M Buy
121,894
+82,602
+210% +$9.94M 1.79% 5
2016
Q1 		$4.6M Buy
+39,292
New +$4.45M 0.65% 3

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

Jefferies Financial Group's GLD Position: Q1 2026 in Review

Jefferies Financial Group reduced its SPDR Gold Trust (GLD) stake by 97% in Q1 2026, selling an estimated $147M and leaving 10,948 shares worth $4.71M. The position accounts for 0.03% of the portfolio, ranked #359.

Jefferies Financial Group first reported a position in GLD in Q1 2016 and has held it in 19 quarters since. The position peaked at $134M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Jefferies Financial Group held 10,948 shares of SPDR Gold Trust worth $4.71M as of Q1 2026.
  • Jefferies Financial Group sold 328,010 SPDR Gold Trust shares in Q1 2026, an estimated $147M.
  • SPDR Gold Trust made up 0.03% of Jefferies Financial Group's portfolio in Q1 2026, its #359 holding.
  • Jefferies Financial Group first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 19 quarters since.
  • Jefferies Financial Group's SPDR Gold Trust position peaked at $134M in Q4 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.