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Journey Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Journey Advisory Group’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 		$6.08M Sell
16,494
-17
-0.1% -$7.04K 0.46% 58
2026
Q1 		$7.1M Sell
16,511
-7,480
-31% -$3.35M 0.61% 42
2025
Q4 		$9.51M Sell
23,991
-2,100
-8% -$802K 0.8% 32
2025
Q3 		$9.27M Buy
26,091
+706
+3% +$225K 0.69% 36
2025
Q2 		$7.74M Buy
25,385
+1,230
+5% +$372K 0.6% 40
2025
Q1 		$6.96M Buy
24,155
+3,042
+14% +$804K 0.57% 43
2024
Q4 		$4.54M Hold
21,113
– – 0.54% 55
2024
Q3 		$4.54M Hold
21,113
– – 0.54% 55
2024
Q2 		$4.54M Hold
21,113
– – 0.54% 55
2024
Q1 		$4.34M Buy
21,113
+35
+0.2% +$6.72K 0.54% 55
2023
Q4 		$4.03M Buy
21,078
+100
+0.5% +$18.3K 0.55% 53
2023
Q3 		$3.6M Sell
20,978
-81
-0.4% -$14.5K 0.54% 56
2023
Q2 		$3.75M Sell
21,059
-237
-1% -$43.5K 0.56% 56
2023
Q1 		$3.9M Buy
21,296
+328
+2% +$57.7K 0.61% 47
2022
Q4 		$3.56M Buy
20,968
+11,050
+111% +$1.78M 0.88% 30
2022
Q3 		$1.53M Buy
9,918
+4,407
+80% +$709K 0.39% 64
2022
Q2 		$909K Buy
5,511
+610
+12% +$107K 0.21% 101
2022
Q1 		$885K Buy
4,901
+470
+11% +$82.5K 0.22% 97
2021
Q4 		$758K Buy
4,431
+750
+20% +$126K 0.21% 101
2021
Q3 		$604K Buy
3,681
+1,250
+51% +$209K 0.2% 101
2021
Q2 		$403K Buy
2,431
+700
+40% +$119K 0.13% 135
2021
Q1 		$277K Hold
1,731
– – 0.1% 157
2020
Q4 		$309K Buy
+1,731
New +$305K 0.12% 135

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 $60.8B AUM 26.63% 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

Journey Advisory Group's GLD Position: Q2 2026 in Review

Journey Advisory Group reduced its SPDR Gold Trust (GLD) stake by 0.1% in Q2 2026, selling an estimated $7.04K and leaving 16,494 shares worth $6.08M. The position accounts for 0.46% of the portfolio, ranked #58.

Journey Advisory Group first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.51M in Q4 2025. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Journey Advisory Group held 16,494 shares of SPDR Gold Trust worth $6.08M as of Q2 2026.
  • Journey Advisory Group sold 17 SPDR Gold Trust shares in Q2 2026, an estimated $7.04K.
  • SPDR Gold Trust made up 0.46% of Journey Advisory Group's portfolio in Q2 2026, its #58 holding.
  • Journey Advisory Group first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's SPDR Gold Trust position peaked at $9.51M in Q4 2025.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.