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J. M. Brown & Associates Inc.’s SPDR Gold Trust GLD Stock Holding History

J. M. Brown & Associates Inc.’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 		$533K Buy
+1,447
New +$599K 0.31% 103

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

J. M. Brown & Associates Inc.'s GLD Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in SPDR Gold Trust (GLD) in Q2 2026: 1,447 shares worth $533K. The stake represents 0.31% of the portfolio and ranks #103 among its holdings.

1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • J. M. Brown & Associates Inc. held 1,447 shares of SPDR Gold Trust worth $533K as of Q2 2026.
  • SPDR Gold Trust was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • SPDR Gold Trust made up 0.31% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #103 holding.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.