Johnson Bixby & Associates
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Johnson Bixby & Associates’s SPDR Gold Trust GLD Stock Holding History

Johnson Bixby & 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
Q3 		$2.01M Buy
5,288
+199
+4% +$77.8K 0.22% 39
2026
Q2 		$1.87M Sell
5,089
-12
-0.2% -$4.97K 0.21% 38
2026
Q1 		$2.19M Buy
5,101
+218
+4% +$97.6K 0.27% 38
2025
Q4 		$1.94M Buy
4,883
+334
+7% +$128K 0.24% 38
2025
Q3 		$1.62M Sell
4,549
-167
-4% -$53.2K 0.21% 38
2025
Q2 		$1.44M Sell
4,716
-370
-7% -$112K 0.2% 38
2025
Q1 		$1.47M Sell
5,086
-98
-2% -$25.9K 0.22% 38
2024
Q4 		$1.26M Buy
5,184
+10
+0.2% +$2.46K 0.19% 43
2024
Q3 		$1.26M Sell
5,174
-365
-7% -$83.6K 0.19% 43
2024
Q2 		$1.19M Sell
5,539
-258
-4% -$55.8K 0.2% 40
2024
Q1 		$1.19M Sell
5,797
-148
-2% -$28.4K 0.21% 39
2023
Q4 		$1.14M Sell
5,945
-153
-3% -$28K 0.21% 41
2023
Q3 		$1.05M Sell
6,098
-193
-3% -$34.5K 0.22% 41
2023
Q2 		$1.12M Sell
6,291
-5
-0.1% -$919 0.23% 41
2023
Q1 		$1.15M Sell
6,296
-220
-3% -$38.7K 0.25% 40
2022
Q4 		$1.11M Sell
6,516
-1,210
-16% -$195K 0.26% 40
2022
Q3 		$1.2M Sell
7,726
-1,303
-14% -$210K 0.3% 38
2022
Q2 		$1.52M Sell
9,029
-101
-1% -$17.6K 0.37% 35
2022
Q1 		$1.65M Buy
9,130
+536
+6% +$94K 0.43% 30
2021
Q4 		$1.47M Sell
8,594
-1,869
-18% -$314K 0.39% 30
2021
Q3 		$1.72M Sell
10,463
-273
-3% -$45.7K 0.5% 28
2021
Q2 		$1.79M Sell
10,736
-2,756
-20% -$468K 0.52% 28
2021
Q1 		$2.16M Sell
13,492
-20,199
-60% -$3.39M 0.68% 25
2020
Q4 		$6.01M Buy
+33,691
New +$5.93M 1.99% 16

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Moody Lynn & Lieberson
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Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Johnson Bixby & Associates's GLD Position: Q3 2026 in Review

Johnson Bixby & Associates increased its SPDR Gold Trust (GLD) stake by 3.9% in Q3 2026, buying an estimated $77.8K and bringing the position to 5,288 shares worth $2.01M. The position accounts for 0.22% of the portfolio, ranked #39.

Johnson Bixby & Associates first reported a position in GLD in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.01M in Q4 2020. 964 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Johnson Bixby & Associates held 5,288 shares of SPDR Gold Trust worth $2.01M as of Q3 2026.
  • Johnson Bixby & Associates bought 199 SPDR Gold Trust shares in Q3 2026, an estimated $77.8K.
  • SPDR Gold Trust made up 0.22% of Johnson Bixby & Associates's portfolio in Q3 2026, its #39 holding.
  • Johnson Bixby & Associates first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 24 quarters since.
  • Johnson Bixby & Associates's SPDR Gold Trust position peaked at $6.01M in Q4 2020.
  • 964 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.