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
Q2 		$1.11M Buy
3,001
+474
+19% +$196K 0.03% 78
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JMG Financial Group's GLD Position: Q2 2026 in Review

JMG Financial Group increased its SPDR Gold Trust (GLD) stake by 19% in Q2 2026, buying an estimated $196K and bringing the position to 3,001 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #78.

JMG Financial Group first reported a position in GLD in Q2 2013 and has held it in 29 quarters since. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • JMG Financial Group held 3,001 shares of SPDR Gold Trust worth $1.11M as of Q2 2026.
  • JMG Financial Group bought 474 SPDR Gold Trust shares in Q2 2026, an estimated $196K.
  • SPDR Gold Trust made up 0.03% of JMG Financial Group's portfolio in Q2 2026, its #78 holding.
  • JMG Financial Group first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 29 quarters since.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.