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JFS Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

JFS Wealth Advisors’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 		$1.57M Sell
4,267
-144
-3% -$59.7K 0.08% 127
2026
Q1 		$1.9M Sell
4,411
-589
-12% -$264K 0.11% 111
2025
Q4 		$1.98M Buy
5,000
+161
+3% +$61.5K 0.11% 106
2025
Q3 		$1.72M Buy
4,839
+977
+25% +$311K 0.1% 117
2025
Q2 		$1.18M Sell
3,862
-44
-1% -$13.3K 0.07% 141
2025
Q1 		$1.13M Buy
3,906
+166
+4% +$43.9K 0.08% 138
2024
Q4 		$906K Hold
3,740
– – 0.06% 146
2024
Q3 		$909K Sell
3,740
-21
-0.6% -$4.81K 0.06% 154
2024
Q2 		$809K Sell
3,761
-437
-10% -$94.5K 0.06% 130
2024
Q1 		$864K Buy
4,198
+526
+14% +$101K 0.07% 124
2023
Q4 		$702K Sell
3,672
-48
-1% -$8.8K 0.06% 129
2023
Q3 		$638K Buy
3,720
+1,274
+52% +$228K 0.06% 138
2023
Q2 		$436K Buy
2,446
+456
+23% +$83.8K 0.04% 161
2023
Q1 		$365K Hold
1,990
– – 0.03% 164
2022
Q4 		$338K Hold
1,990
– – 0.03% 173
2022
Q3 		$308K Buy
1,990
+100
+5% +$16.1K 0.03% 177
2022
Q2 		$318K Sell
1,890
-80
-4% -$14K 0.03% 171
2022
Q1 		$356K Sell
1,970
-656
-25% -$115K 0.03% 180
2021
Q4 		$449K Hold
2,626
– – 0.04% 165
2021
Q3 		$431K Sell
2,626
-1,231
-32% -$206K 0.04% 157
2021
Q2 		$639K Buy
3,857
+3,838
+20,200% +$652K 0.1% 98
2021
Q1 		$3K Buy
+19
New +$3.19K ﹤0.01% 513
2020
Q4 		– Sell
-305
Closed -$54K – 596
2020
Q3 		$54K Buy
305
+5
+2% +$899 0.01% 225
2020
Q2 		$50K Hold
300
– – 0.01% 229
2020
Q1 		$44K Sell
300
-13
-4% -$1.94K 0.01% 226
2019
Q4 		$45K Sell
313
-7
-2% -$978 0.01% 249
2019
Q3 		$44K Buy
320
+20
+7% +$2.78K 0.01% 245
2019
Q2 		$40K Hold
300
– – 0.01% 256
2019
Q1 		$37K Hold
300
– – 0.01% 247
2018
Q4 		$36K Hold
300
– – 0.01% 244
2018
Q3 		$34K Hold
300
– – 0.01% 272
2018
Q2 		$36K Hold
300
– – 0.01% 264
2018
Q1 		$38K Hold
300
– – 0.01% 265
2017
Q4 		$37K Hold
300
– – 0.01% 277
2017
Q3 		$36K Hold
300
– – 0.01% 270
2017
Q2 		$35K Hold
300
– – 0.01% 250
2017
Q1 		$33K Hold
300
– – 0.01% 260
2016
Q4 		$33K Sell
300
-250
-45% -$29K 0.01% 260
2016
Q3 		$69K Buy
550
+250
+83% +$31.8K 0.02% 207
2016
Q2 		$38K Hold
300
– – 0.01% 281
2016
Q1 		$35K Hold
300
– – 0.01% 268
2015
Q4 		$30K Hold
300
– – 0.01% 290
2015
Q3 		$32K Sell
300
-156
-34% -$16.8K 0.01% 240
2015
Q2 		$51K Sell
456
-124
-21% -$14.2K 0.03% 181
2015
Q1 		$66K Buy
580
+280
+93% +$32.8K 0.03% 156
2014
Q4 		$34K Sell
300
-240
-44% -$27.7K 0.01% 229
2014
Q3 		$63K Buy
540
+240
+80% +$29.6K 0.01% 157
2014
Q2 		$38K Buy
+300
New +$37.3K 0.01% 213

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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
AL
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

JFS Wealth Advisors's GLD Position: Q2 2026 in Review

JFS Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 3.3% in Q2 2026, selling an estimated $59.7K and leaving 4,267 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #127.

JFS Wealth Advisors first reported a position in GLD in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.98M in Q4 2025. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • JFS Wealth Advisors held 4,267 shares of SPDR Gold Trust worth $1.57M as of Q2 2026.
  • JFS Wealth Advisors sold 144 SPDR Gold Trust shares in Q2 2026, an estimated $59.7K.
  • SPDR Gold Trust made up 0.08% of JFS Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • JFS Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2014 and has held it in 48 quarters since.
  • JFS Wealth Advisors's SPDR Gold Trust position peaked at $1.98M in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.