Sharkey, Howes & Javer’s SPDR Gold Trust GLD Stock Holding History

Sharkey, Howes & Javer’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	$666K	Sell	1,807 -1,793	-50%	-$743K	0.08%	101
2026 Q1	$1.55M	Sell	3,600 -2,325	-39%	-$1.04M	0.21%	65
2025 Q4	$2.35M	Sell	5,925 -2,607	-31%	-$996K	0.3%	52
2025 Q3	$3.03M	Sell	8,532 -5,566	-39%	-$1.77M	0.39%	46
2025 Q2	$4.3M	Sell	14,098 -351	-2%	-$106K	0.58%	35
2025 Q1	$4.16M	Buy	14,449 +2,682	+23%	+$709K	0.6%	34
2024 Q4	$2.85M	Buy	11,767 +2,830	+32%	+$695K	0.4%	51
2024 Q3	$2.17M	Buy	+8,937	New	+$2.05M	0.31%	55
2015 Q2	–	Sell	-100	Closed	-$11K	–	211
2015 Q1	$11K	Buy	+100	New	+$11.7K	0.01%	173

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Sharkey, Howes & Javer's GLD Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its SPDR Gold Trust (GLD) stake by 50% in Q2 2026, selling an estimated $743K and leaving 1,807 shares worth $666K. The position accounts for 0.08% of the portfolio, ranked #101.

Sharkey, Howes & Javer first reported a position in GLD in Q1 2015 and has held it in 9 quarters since. The position peaked at $4.3M in Q2 2025. 1,289 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Sharkey, Howes & Javer held 1,807 shares of SPDR Gold Trust worth $666K as of Q2 2026.
Sharkey, Howes & Javer sold 1,793 SPDR Gold Trust shares in Q2 2026, an estimated $743K.
SPDR Gold Trust made up 0.08% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #101 holding.
Sharkey, Howes & Javer first reported a position in SPDR Gold Trust in Q1 2015 and has held it in 9 quarters since.
Sharkey, Howes & Javer's SPDR Gold Trust position peaked at $4.3M in Q2 2025.
1,289 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.