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	$1.08B	Buy	2,516,500 +1,069,400	+74%	+$479M	7.41%	2
2025 Q4	$574M	Sell	1,447,100 -2,538,700	-64%	-$970M	2.93%	4
2025 Q3	$1.42B	Buy	3,985,800 +2,747,500	+222%	+$876M	6.69%	4
2025 Q2	$377M	Sell	1,238,300 -604,400	-33%	-$183M	3.17%	4
2025 Q1	$531M	Sell	1,842,700 -1,993,300	-52%	-$527M	4.69%	3
2024 Q4	$929M	Buy	3,836,000 +1,136,200	+42%	+$279M	5.56%	2
2024 Q3	$656M	Buy	2,699,800 +1,238,500	+85%	+$284M	4.69%	3
2024 Q2	$314M	Buy	1,461,300 +653,800	+81%	+$141M	3.34%	4
2024 Q1	$166M	Sell	807,500 -494,700	-38%	-$94.9M	1.53%	9
2023 Q4	$249M	Sell	1,302,200 -870,800	-40%	-$160M	1.62%	7
2023 Q3	$373M	Buy	2,173,000 +1,374,200	+172%	+$246M	3.35%	5
2023 Q2	$142M	Buy	798,800 +403,100	+102%	+$74.1M	1.28%	13
2023 Q1	$72.5M	Buy	395,700 +275,700	+230%	+$48.5M	0.59%	23
2022 Q4	$20.4M	Buy	+120,000	New	+$19.3M	0.14%	117

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.