Jones Financial Companies’s SPDR Gold Trust GLD Stock Holding History

Jones Financial Companies’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	$125M	Buy	301,930 +47,063	+18%	+$21.1M	0.06%	167
2025 Q4	$101M	Buy	254,867 +49,865	+24%	+$19M	0.06%	101
2025 Q3	$71.1M	Buy	205,002 +31,279	+18%	+$9.97M	0.05%	121
2025 Q2	$52.3M	Buy	173,723 +49,726	+40%	+$15.1M	0.04%	141
2025 Q1	$35.2M	Buy	123,997 +40,351	+48%	+$10.7M	0.03%	149
2024 Q4	$20.3M	Buy	83,646 +36,996	+79%	+$9.09M	0.02%	175
2024 Q3	$11.4M	Buy	46,650 +20,819	+81%	+$4.77M	0.01%	192
2024 Q2	$5.55M	Buy	25,831 +20,494	+384%	+$4.43M	0.01%	200
2024 Q1	$1.1M	Buy	+5,337	New	+$1.02M	﹤0.01%	250
2022 Q4	–	Sell	-186	Closed	-$29K	–	744
2022 Q3	$29K	Buy	186 +36	+24%	+$5.79K	﹤0.01%	352
2022 Q2	$25K	Buy	+150	New	+$26.2K	﹤0.01%	377
2021 Q3	–	Sell	-81	Closed	-$13K	–	649
2021 Q2	$13K	Buy	+81	New	+$13.8K	﹤0.01%	445
2013 Q4	–	Sell	-200	Closed	-$26K	–	360
2013 Q3	$26K	Sell	200 -163	-45%	-$20.9K	﹤0.01%	391
2013 Q2	$43K	Buy	+363	New	+$49.7K	﹤0.01%	335

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

Jones Financial Companies's GLD Position: Q1 2026 in Review

Jones Financial Companies increased its SPDR Gold Trust (GLD) stake by 18% in Q1 2026, buying an estimated $21.1M and bringing the position to 301,930 shares worth $125M. The position accounts for 0.06% of the portfolio, ranked #167.

Jones Financial Companies first reported a position in GLD in Q2 2013 and has held it in 14 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Jones Financial Companies held 301,930 shares of SPDR Gold Trust worth $125M as of Q1 2026.
Jones Financial Companies bought 47,063 SPDR Gold Trust shares in Q1 2026, an estimated $21.1M.
SPDR Gold Trust made up 0.06% of Jones Financial Companies's portfolio in Q1 2026, its #167 holding.
Jones Financial Companies first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 14 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.