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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
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

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

JGP Wealth Management reduced its SPDR Gold Trust (GLD) stake by 4.9% in Q2 2026, selling an estimated $30.2K and leaving 1,418 shares worth $522K. The position accounts for 0.05% of the portfolio, ranked #150.

JGP Wealth Management first reported a position in GLD in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.22M in Q3 2020. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • JGP Wealth Management held 1,418 shares of SPDR Gold Trust worth $522K as of Q2 2026.
  • JGP Wealth Management sold 73 SPDR Gold Trust shares in Q2 2026, an estimated $30.2K.
  • SPDR Gold Trust made up 0.05% of JGP Wealth Management's portfolio in Q2 2026, its #150 holding.
  • JGP Wealth Management first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 17 quarters since.
  • JGP Wealth Management's SPDR Gold Trust position peaked at $1.22M in Q3 2020.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.