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John A. Wolfe & Associates’s SPDR Gold Trust GLD Stock Holding History

John A. Wolfe & Associates’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 		$319K Hold
866
– – 0.44% 24
2026
Q1 		$373K Sell
866
-33
-4% -$14.8K 0.57% 22
2025
Q4 		$356K Buy
+899
New +$343K 0.19% 25

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 $59.9B AUM 27.01% 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

John A. Wolfe & Associates's GLD Position: Q2 2026 in Review

John A. Wolfe & Associates held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 866 shares worth $319K. The position accounts for 0.44% of the portfolio, ranked #24.

John A. Wolfe & Associates first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $373K in Q1 2026. 3,010 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • John A. Wolfe & Associates held 866 shares of SPDR Gold Trust worth $319K as of Q2 2026.
  • John A. Wolfe & Associates left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.44% of John A. Wolfe & Associates's portfolio in Q2 2026, its #24 holding.
  • John A. Wolfe & Associates first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • John A. Wolfe & Associates's SPDR Gold Trust position peaked at $373K in Q1 2026.
  • 3,010 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.