Joel Isaacson & Co’s SPDR Gold Trust GLD Stock Holding History

Joel Isaacson & Co’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	$12.3M	Buy	28,616 +893	+3%	+$400K	0.41%	32
2025 Q4	$11M	Buy	27,723 +67	+0.2%	+$25.6K	0.36%	35
2025 Q3	$9.83M	Buy	27,656 +79	+0.3%	+$25.2K	0.35%	37
2025 Q2	$8.41M	Buy	27,577 +5,216	+23%	+$1.58M	0.34%	39
2025 Q1	$6.44M	Buy	22,361 +3,637	+19%	+$962K	0.29%	43
2024 Q4	$4.53M	Buy	18,724 +362	+2%	+$89K	0.2%	52
2024 Q3	$4.46M	Buy	18,362 +2,025	+12%	+$464K	0.21%	50
2024 Q2	$3.51M	Buy	16,337 +224	+1%	+$48.4K	0.18%	53
2024 Q1	$3.31M	Buy	16,113 +2,661	+20%	+$511K	0.18%	53
2023 Q4	$2.57M	Buy	13,452 +482	+4%	+$88.3K	0.16%	62
2023 Q3	$2.22M	Buy	12,970 +396	+3%	+$70.8K	0.15%	65
2023 Q2	$2.24M	Sell	12,574 -596	-5%	-$110K	0.15%	68
2023 Q1	$2.41M	Buy	13,170 +743	+6%	+$131K	0.17%	61
2022 Q4	$2.11M	Sell	12,427 -142	-1%	-$22.9K	0.16%	66
2022 Q3	$1.94M	Sell	12,569 -110	-0.9%	-$17.7K	0.17%	63
2022 Q2	$2.14M	Sell	12,679 -180	-1%	-$31.4K	0.18%	61
2022 Q1	$2.37M	Buy	12,859 +265	+2%	+$46.5K	0.17%	59
2021 Q4	$2.15M	Sell	12,594 -678	-5%	-$114K	0.15%	70
2021 Q3	$2.18M	Buy	13,272 +675	+5%	+$113K	0.16%	61
2021 Q2	$2.09M	Buy	12,597 +1,420	+13%	+$241K	0.16%	58
2021 Q1	$1.79M	Buy	11,177 +1,886	+20%	+$317K	0.16%	60
2020 Q4	$1.66M	Sell	9,291 -365	-4%	-$64.3K	0.16%	60
2020 Q3	$1.71M	Buy	9,656 +1,060	+12%	+$190K	0.22%	48
2020 Q2	$1.44M	Buy	8,596 +380	+5%	+$61.3K	0.2%	53
2020 Q1	$1.22M	Buy	8,216 +1,498	+22%	+$223K	0.21%	52
2019 Q4	$960K	Hold	6,718	–	–	0.13%	78
2019 Q3	$933K	Hold	6,718	–	–	0.13%	76
2019 Q2	$895K	Buy	6,718 +320	+5%	+$39.5K	0.13%	76
2019 Q1	$781K	Buy	6,398 +287	+5%	+$35.4K	0.11%	95
2018 Q4	$744K	Buy	6,111 +360	+6%	+$41.8K	0.12%	98
2018 Q3	$648K	Sell	5,751 -575	-9%	-$66K	0.1%	99
2018 Q2	$751K	Hold	6,326	–	–	0.13%	88
2018 Q1	$796K	Buy	6,326 +575	+10%	+$72.5K	0.14%	79
2017 Q4	$711K	Hold	5,751	–	–	0.12%	90
2017 Q3	$699K	Hold	5,751	–	–	0.13%	83
2017 Q2	$679K	Hold	5,751	–	–	0.13%	79
2017 Q1	$683K	Sell	5,751 -425	-7%	-$49.4K	0.13%	74
2016 Q4	$677K	Sell	6,176 -500	-7%	-$58K	0.14%	69
2016 Q3	$839K	Hold	6,676	–	–	0.17%	58
2016 Q2	$844K	Hold	6,676	–	–	0.18%	54
2016 Q1	$785K	Buy	6,676 +425	+7%	+$48.2K	0.17%	59
2015 Q4	$634K	Sell	6,251 -1,006	-14%	-$106K	0.16%	66
2015 Q3	$775K	Sell	7,257 -994	-12%	-$107K	0.21%	52
2015 Q2	$927K	Hold	8,251	–	–	0.24%	49
2015 Q1	$938K	Hold	8,251	–	–	0.24%	52
2014 Q4	$937K	Buy	8,251 +7,523	+1,033%	+$868K	0.25%	51
2014 Q3	$85K	Hold	728	–	–	0.03%	231
2014 Q2	$93K	Hold	728	–	–	0.03%	212
2014 Q1	$90K	Sell	728 -400	-35%	-$49.9K	0.03%	210
2013 Q4	$131K	Buy	1,128 +120	+12%	+$14.7K	0.05%	156
2013 Q3	$129K	Sell	1,008 -780	-44%	-$100K	0.05%	145
2013 Q2	$213K	Buy	+1,788	New	+$245K	0.1%	84

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Joel Isaacson & Co's GLD Position: Q1 2026 in Review

Joel Isaacson & Co increased its SPDR Gold Trust (GLD) stake by 3.2% in Q1 2026, buying an estimated $400K and bringing the position to 28,616 shares worth $12.3M. The position accounts for 0.41% of the portfolio, ranked #32.

Joel Isaacson & Co first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Joel Isaacson & Co held 28,616 shares of SPDR Gold Trust worth $12.3M as of Q1 2026.
Joel Isaacson & Co bought 893 SPDR Gold Trust shares in Q1 2026, an estimated $400K.
SPDR Gold Trust made up 0.41% of Joel Isaacson & Co's portfolio in Q1 2026, its #32 holding.
Joel Isaacson & Co first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.