JFG
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JMG Financial Group’s SPDR Gold Trust GLD Stock Holding History

JMG 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 		$1.09M Hold
2,527
– – 0.03% 76
2025
Q4 		$1M Buy
2,527
+335
+15% +$128K 0.03% 75
2025
Q3 		$779K Hold
2,192
– – 0.02% 77
2025
Q2 		$668K Sell
2,192
-860
-28% -$260K 0.02% 81
2025
Q1 		$879K Hold
3,052
– – 0.03% 72
2024
Q4 		$739K Hold
3,052
– – 0.03% 77
2024
Q3 		$742K Hold
3,052
– – 0.03% 77
2024
Q2 		$656K Hold
3,052
– – 0.02% 78
2024
Q1 		$628K Sell
3,052
-322
-10% -$61.8K 0.02% 79
2023
Q4 		$645K Buy
3,374
+50
+2% +$9.16K 0.03% 77
2023
Q3 		$570K Hold
3,324
– – 0.03% 77
2023
Q2 		$593K Buy
3,324
+272
+9% +$50K 0.03% 77
2023
Q1 		$559K Hold
3,052
– – 0.03% 76
2022
Q4 		$518K Buy
3,052
+631
+26% +$102K 0.03% 72
2022
Q3 		$374K Hold
2,421
– – 0.02% 76
2022
Q2 		$408K Buy
2,421
+1,129
+87% +$197K 0.03% 73
2022
Q1 		$233K Hold
1,292
– – 0.01% 80
2021
Q4 		$221K Hold
1,292
– – 0.01% 81
2021
Q3 		$212K Hold
1,292
– – 0.01% 81
2021
Q2 		$214K Buy
+1,292
New +$220K 0.01% 80
2020
Q3 		– Sell
-2,419
Closed -$405K – 73
2020
Q2 		$405K Sell
2,419
-626
-21% -$101K 0.04% 57
2020
Q1 		$451K Buy
+3,045
New +$453K 0.05% 57
2014
Q4 		– Sell
-2,146
Closed -$249K – 57
2014
Q3 		$249K Hold
2,146
– – 0.07% 53
2014
Q2 		$275K Hold
2,146
– – 0.08% 52
2014
Q1 		$265K Hold
2,146
– – 0.08% 49
2013
Q4 		$249K Sell
2,146
-4,780
-69% -$587K 0.07% 48
2013
Q3 		$888K Buy
6,926
+1,040
+18% +$134K 0.29% 31
2013
Q2 		$701K Buy
+5,886
New +$806K 0.24% 32

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMG Financial Group's GLD Position: Q1 2026 in Review

JMG Financial Group held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 2,527 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #76.

JMG Financial Group first reported a position in GLD in Q2 2013 and has held it in 28 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • JMG Financial Group held 2,527 shares of SPDR Gold Trust worth $1.09M as of Q1 2026.
  • JMG Financial Group left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.03% of JMG Financial Group's portfolio in Q1 2026, its #76 holding.
  • JMG Financial Group first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 28 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.