JGP Wealth Management
GLD icon

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

JGP 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
Q3 		$540K Hold
1,418
– – 0.05% 152
2026
Q2 		$522K Sell
1,418
-73
-5% -$30.2K 0.05% 150
2026
Q1 		$642K Buy
1,491
+233
+19% +$104K 0.07% 129
2025
Q4 		$499K Buy
1,258
+372
+42% +$142K 0.05% 153
2025
Q3 		$314K Hold
886
– – 0.03% 165
2025
Q2 		$270K Sell
886
-133
-13% -$40.3K 0.03% 177
2025
Q1 		$294K Buy
+1,019
New +$269K 0.04% 157
2022
Q4 		– Sell
-1,889
Closed -$298K – 150
2022
Q3 		$298K Hold
1,889
– – 0.06% 125
2022
Q2 		$306K Hold
1,889
– – 0.06% 124
2022
Q1 		$343K Sell
1,889
-182
-9% -$31.9K 0.06% 125
2021
Q4 		$350K Buy
2,071
+182
+10% +$30.6K 0.07% 125
2021
Q3 		$310K Hold
1,889
– – 0.07% 125
2021
Q2 		$313K Hold
1,889
– – 0.07% 128
2021
Q1 		$302K Sell
1,889
-500
-21% -$84K 0.07% 125
2020
Q4 		$402K Sell
2,389
-4,500
-65% -$792K 0.09% 103
2020
Q3 		$1.22M Buy
6,889
+5,514
+401% +$991K 0.32% 58
2020
Q2 		$234K Hold
1,375
– – 0.07% 116
2020
Q1 		$213K Buy
+1,375
New +$205K 0.08% 116

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

JGP Wealth Management's GLD Position: Q3 2026 in Review

JGP Wealth Management held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 1,418 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #152.

JGP Wealth Management first reported a position in GLD in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.22M in Q3 2020. 1,936 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • JGP Wealth Management held 1,418 shares of SPDR Gold Trust worth $540K as of Q3 2026.
  • JGP Wealth Management left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.05% of JGP Wealth Management's portfolio in Q3 2026, its #152 holding.
  • JGP Wealth Management first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 18 quarters since.
  • JGP Wealth Management's SPDR Gold Trust position peaked at $1.22M in Q3 2020.
  • 1,936 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.