Journey Strategic Wealth’s SPDR Gold Trust GLD Stock Holding History

Journey Strategic Wealth’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	$1.71M	Sell	3,981 -10	-0.3%	-$4.48K	0.04%	119
2025 Q4	$1.58M	Sell	3,991 -790	-17%	-$302K	0.04%	123
2025 Q3	$1.7M	Buy	4,781 +145	+3%	+$46.2K	0.05%	110
2025 Q2	$1.41M	Buy	4,636 +50	+1%	+$15.1K	0.05%	121
2025 Q1	$1.32M	Sell	4,586 -37	-0.8%	-$9.79K	0.05%	105
2024 Q4	$1.12M	Buy	4,623 +37	+0.8%	+$9.09K	0.04%	111
2024 Q3	$1.11M	Buy	4,586 +694	+18%	+$159K	0.04%	118
2024 Q2	$837K	Sell	3,892 -81	-2%	-$17.5K	0.04%	105
2024 Q1	$817K	Hold	3,973	–	–	0.04%	91
2023 Q4	$760K	Sell	3,973 -106	-3%	-$19.4K	0.04%	81
2023 Q3	$699K	Hold	4,079	–	–	0.03%	71
2023 Q2	$727K	Buy	4,079 +185	+5%	+$34K	0.03%	72
2023 Q1	$713K	Hold	3,894	–	–	0.08%	78
2022 Q4	$661K	Buy	+3,894	New	+$627K	0.08%	78

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

Journey Strategic Wealth's GLD Position: Q1 2026 in Review

Journey Strategic Wealth reduced its SPDR Gold Trust (GLD) stake by 0.25% in Q1 2026, selling an estimated $4.48K and leaving 3,981 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #119.

Journey Strategic Wealth first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Journey Strategic Wealth held 3,981 shares of SPDR Gold Trust worth $1.71M as of Q1 2026.
Journey Strategic Wealth sold 10 SPDR Gold Trust shares in Q1 2026, an estimated $4.48K.
SPDR Gold Trust made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #119 holding.
Journey Strategic Wealth first reported a position in SPDR Gold Trust in Q4 2022 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 Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.