Jupiter Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Jupiter Wealth 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 Q1	$1.78M	Sell	4,145 -1,000	-19%	-$448K	0.71%	30
2025 Q4	$2.32M	Buy	5,145 +3,885	+308%	+$1.48M	1.03%	24
2025 Q3	$448K	Buy	1,260 +610	+94%	+$194K	0.21%	65
2025 Q2	$201K	Buy	+650	New	+$197K	0.1%	78
2020 Q3	–	Sell	-11,000	Closed	-$1.88M	–	75
2020 Q2	$1.88M	Hold	11,000	–	–	0.94%	31
2020 Q1	$1.76M	Hold	11,000	–	–	1.02%	29
2019 Q4	$1.6M	Hold	11,000	–	–	0.78%	31
2019 Q3	$1.53M	Buy	+11,000	New	+$1.53M	0.82%	33

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

Jupiter Wealth Management's GLD Position: Q1 2026 in Review

Jupiter Wealth Management reduced its SPDR Gold Trust (GLD) stake by 19% in Q1 2026, selling an estimated $448K and leaving 4,145 shares worth $1.78M. The position accounts for 0.71% of the portfolio, ranked #30.

Jupiter Wealth Management first reported a position in GLD in Q3 2019 and has held it in 8 quarters since. The position peaked at $2.32M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Jupiter Wealth Management held 4,145 shares of SPDR Gold Trust worth $1.78M as of Q1 2026.
Jupiter Wealth Management sold 1,000 SPDR Gold Trust shares in Q1 2026, an estimated $448K.
SPDR Gold Trust made up 0.71% of Jupiter Wealth Management's portfolio in Q1 2026, its #30 holding.
Jupiter Wealth Management first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 8 quarters since.
Jupiter Wealth Management's SPDR Gold Trust position peaked at $2.32M in Q4 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.