P.J. Schmidt Investment Management (PJS)’s SPDR Gold Trust GLD Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$1.39M	Sell	3,774 -50	-1%	-$20.7K	0.22%	68
2026 Q1	$1.65M	Sell	3,824 -10	-0.3%	-$4.48K	0.28%	59
2025 Q4	$1.52M	Sell	3,834 -5	-0.1%	-$1.91K	0.25%	63
2025 Q3	$1.36M	Sell	3,839 -11	-0.3%	-$3.5K	0.23%	67
2025 Q2	$1.17M	Sell	3,850 -100	-3%	-$30.3K	0.2%	73
2025 Q1	$1.14M	Hold	3,950	–	–	0.21%	63
2024 Q4	$956K	Hold	3,950	–	–	0.17%	77
2024 Q3	$960K	Hold	3,950	–	–	0.17%	79
2024 Q2	$849K	Hold	3,950	–	–	0.16%	79
2024 Q1	$813K	Hold	3,950	–	–	0.15%	81
2023 Q4	$739K	Sell	3,950 -300	-7%	-$55K	0.15%	82
2023 Q3	$778K	Hold	4,250	–	–	0.17%	81
2023 Q2	$775K	Hold	4,250	–	–	0.15%	83
2023 Q1	$785K	Hold	4,250	–	–	0.16%	83
2022 Q4	$721K	Sell	4,250 -600	-12%	-$96.6K	0.16%	80
2022 Q3	$748K	Sell	4,850 -50	-1%	-$8.04K	0.18%	82
2022 Q2	$798K	Buy	4,900 +150	+3%	+$26.2K	0.17%	85
2022 Q1	$840K	Hold	4,750	–	–	0.19%	88
2021 Q4	$798K	Hold	4,750	–	–	0.16%	96
2021 Q3	$796K	Hold	4,750	–	–	0.16%	97
2021 Q2	$801K	Hold	4,750	–	–	0.16%	99
2021 Q1	$790K	Hold	4,750	–	–	0.16%	96
2020 Q4	$820K	Sell	4,750 -78	-2%	-$13.7K	0.19%	91
2020 Q3	$864K	Buy	+4,828	New	+$868K	0.21%	78

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s GLD Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its SPDR Gold Trust (GLD) stake by 1.3% in Q2 2026, selling an estimated $20.7K and leaving 3,774 shares worth $1.39M. The position accounts for 0.22% of the portfolio, ranked #68.

P.J. Schmidt Investment Management (PJS) first reported a position in GLD in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.65M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 3,774 shares of SPDR Gold Trust worth $1.39M as of Q2 2026.
P.J. Schmidt Investment Management (PJS) sold 50 SPDR Gold Trust shares in Q2 2026, an estimated $20.7K.
SPDR Gold Trust made up 0.22% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #68 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 24 quarters since.
P.J. Schmidt Investment Management (PJS)'s SPDR Gold Trust position peaked at $1.65M in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.