Jessup Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Jessup Wealth 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	$244K	Sell	662 -19	-3%	-$7.87K	0.07%	75
2026 Q1	$293K	Sell	681 -356	-34%	-$159K	0.11%	65
2025 Q4	$411K	Sell	1,037 -9	-0.9%	-$3.44K	0.14%	59
2025 Q3	$372K	Sell	1,046 -180	-15%	-$57.4K	0.14%	57
2025 Q2	$374K	Sell	1,226 -41	-3%	-$12.4K	0.15%	56
2025 Q1	$365K	Sell	1,267 -6	-0.5%	-$1.59K	0.15%	56
2024 Q4	$308K	Sell	1,273 -100	-7%	-$24.6K	0.13%	56
2024 Q3	$334K	Hold	1,373	–	–	0.15%	46
2024 Q2	$295K	Buy	+1,373	New	+$297K	0.13%	51

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

Jessup Wealth Management's GLD Position: Q2 2026 in Review

Jessup Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2.8% in Q2 2026, selling an estimated $7.87K and leaving 662 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #75.

Jessup Wealth Management first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $411K in Q4 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Jessup Wealth Management held 662 shares of SPDR Gold Trust worth $244K as of Q2 2026.
Jessup Wealth Management sold 19 SPDR Gold Trust shares in Q2 2026, an estimated $7.87K.
SPDR Gold Trust made up 0.07% of Jessup Wealth Management's portfolio in Q2 2026, its #75 holding.
Jessup Wealth Management first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
Jessup Wealth Management's SPDR Gold Trust position peaked at $411K in Q4 2025.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.