JFGLC
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Johnson Financial Group LLC (Colorado)’s SPDR Gold Trust GLD Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$957K Buy
+2,224
New +$996K 0.06% 59
2022
Q2 		– Sell
-1,150
Closed -$208K – 54
2022
Q1 		$208K Buy
+1,150
New +$202K 0.03% 45

Other funds holding GLD

Bank of America
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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

Johnson Financial Group LLC (Colorado)'s GLD Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) opened a new position in SPDR Gold Trust (GLD) in Q1 2026: 2,224 shares worth $957K. The stake represents 0.06% of the portfolio and ranks #59 among its holdings. This is a return to the name: Johnson Financial Group LLC (Colorado) previously reported a position in GLD as recently as Q1 2022.

Johnson Financial Group LLC (Colorado) first reported a position in GLD in Q1 2022 and has held it in 2 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 2,224 shares of SPDR Gold Trust worth $957K as of Q1 2026.
  • SPDR Gold Trust was a new Johnson Financial Group LLC (Colorado) position in Q1 2026.
  • SPDR Gold Trust made up 0.06% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #59 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 2 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.