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JAG
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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