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Journey Retirement Planning & Investment Management’s SPDR Gold Trust GLD Stock Holding History

Journey Retirement Planning & Investment Management’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 		$262K Sell
712
-3
-0.4% -$1.24K 0.2% 122
2026
Q1 		$308K Sell
715
-1,463
-67% -$655K 0.27% 104
2025
Q4 		$863K Buy
+2,178
New +$832K 0.18% 114

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Journey Retirement Planning & Investment Management's GLD Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its SPDR Gold Trust (GLD) stake by 0.42% in Q2 2026, selling an estimated $1.24K and leaving 712 shares worth $262K. The position accounts for 0.2% of the portfolio, ranked #122.

Journey Retirement Planning & Investment Management first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $863K in Q4 2025. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 712 shares of SPDR Gold Trust worth $262K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 3 SPDR Gold Trust shares in Q2 2026, an estimated $1.24K.
  • SPDR Gold Trust made up 0.2% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #122 holding.
  • Journey Retirement Planning & Investment Management first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's SPDR Gold Trust position peaked at $863K in Q4 2025.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.