JF
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Joule Financial’s SPDR Gold Trust GLD Stock Holding History

Joule Financial’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 		$355K Sell
964
-28
-3% -$11.6K 0.1% 79
2026
Q1 		$427K Sell
992
-1,207
-55% -$541K 0.12% 71
2025
Q4 		$871K Sell
2,199
-204
-8% -$77.9K 0.26% 41
2025
Q3 		$854K Sell
2,403
-14,793
-86% -$4.71M 0.26% 44
2025
Q2 		$5.24M Sell
17,196
-5,241
-23% -$1.59M 1.7% 9
2025
Q1 		$6.46M Sell
22,437
-20,128
-47% -$5.32M 2.27% 9
2024
Q4 		$10.3M Buy
42,565
+1,481
+4% +$364K 3.64% 7
2024
Q3 		$9.99M Sell
41,084
-6,309
-13% -$1.44M 3.63% 7
2024
Q2 		$10.2M Sell
47,393
-22,174
-32% -$4.8M 4.14% 7
2024
Q1 		$14.3M Buy
69,567
+11,516
+20% +$2.21M 5.89% 6
2023
Q4 		$11.1M Buy
58,051
+5,842
+11% +$1.07M 5.15% 6
2023
Q3 		$8.95M Buy
52,209
+6,353
+14% +$1.14M 4.57% 7
2023
Q2 		$8.17M Buy
45,856
+582
+1% +$107K 4.21% 7
2023
Q1 		$8.3M Buy
45,274
+1,456
+3% +$256K 4.45% 7
2022
Q4 		$7.43M Buy
43,818
+1,874
+4% +$302K 4.93% 4
2022
Q3 		$6.49M Sell
41,944
-31,918
-43% -$5.13M 4.87% 6
2022
Q2 		$12.4M Buy
+73,862
New +$12.9M 9.71% 1

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Joule Financial's GLD Position: Q2 2026 in Review

Joule Financial reduced its SPDR Gold Trust (GLD) stake by 2.8% in Q2 2026, selling an estimated $11.6K and leaving 964 shares worth $355K. The position accounts for 0.1% of the portfolio, ranked #79.

Joule Financial first reported a position in GLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.3M in Q1 2024. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Joule Financial held 964 shares of SPDR Gold Trust worth $355K as of Q2 2026.
  • Joule Financial sold 28 SPDR Gold Trust shares in Q2 2026, an estimated $11.6K.
  • SPDR Gold Trust made up 0.1% of Joule Financial's portfolio in Q2 2026, its #79 holding.
  • Joule Financial first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's SPDR Gold Trust position peaked at $14.3M in Q1 2024.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.