Jefferies Financial Group Inc. GLD — SPDR GOLD TR

Ownership history in Jefferies Financial Group Inc.  ·  103 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported SPDR GOLD TR (GLD) in 103 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 17.0% in 2025 Q1. The latest visible filing shows GLD at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in SPDR GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GLD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLD stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 30 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 10,948 -2,505,552 -99.6% 0.03% $4.7M 2026-05-08 $433.77
2026 Q1 REDUCED — — — 2,516,500 -3,049,100 -54.8% 7.41% $1.08B 2026-05-08 $433.77
2026 Q1 ADDED — — — 5,565,600 +5,226,642 +1542.0% 16.40% $2.39B 2026-05-08 $433.77
2025 Q4 REDUCED 76.6% +8.6% ❌ 338,958 -1,108,142 -76.6% 0.69% $134.3M 2026-02-09 $467.03
2025 Q4 REDUCED 34.2% +8.6% ❌ 1,447,100 -751,400 -34.2% 2.93% $573.5M 2026-02-09 $467.03
2025 Q4 REDUCED 44.8% +8.6% ❌ 2,198,500 -1,787,300 -44.8% 4.45% $871.3M 2026-02-09 $467.03
2025 Q3 REDUCED 26.1% +12.1% ❌ 3,985,800 -1,410,800 -26.1% 6.69% $1.42B 2025-11-13 $382.87
2025 Q3 ADDED — — — 5,396,600 +5,374,909 +24779.4% 9.05% $1.92B 2025-11-13 $382.87
2025 Q3 REDUCED 98.2% +12.1% ❌ 21,691 -1,216,609 -98.2% 0.04% $7.7M 2025-11-13 $382.87
2025 Q2 ADDED — — — 1,238,300 +1,232,922 +22925.3% 3.17% $377.5M 2025-08-14 (Est.) $307.25
2025 Q2 REDUCED 99.8% +15.6% ❌ 5,378 -3,070,222 -99.8% 0.01% $1.6M 2025-08-14 (Est.) $307.25
2025 Q2 REDUCED 54.0% +15.6% ❌ 3,075,600 -3,603,800 -54.0% 7.88% $937.5M 2025-08-14 (Est.) $307.25
2025 Q1 ADDED — — — 6,679,400 +4,836,700 +262.5% 17.00% $1.92B 2025-05-08 $304.63
2025 Q1 ADDED — — — 1,842,700 +1,839,053 +50426.5% 4.69% $531.0M 2025-05-08 $304.63
2025 Q1 REDUCED 95.6% +5.8% ❌ 3,647 -79,267 -95.6% 0.01% $1.1M 2025-05-08 $304.63
2024 Q4 REDUCED 97.8% +19.0% ❌ 82,914 -3,753,086 -97.8% 0.12% $20.1M 2025-02-14 $266.29
2024 Q4 REDUCED 20.2% +19.0% ❌ 3,836,000 -969,800 -20.2% 5.56% $928.8M 2025-02-14 $266.29
2024 Q4 ADDED — — — 4,805,800 +4,800,890 +97777.8% 6.96% $1.16B 2025-02-14 $266.29
2024 Q3 REDUCED 99.9% -1.0% ✅ 4,910 -5,286,690 -99.9% 0.01% $1.2M 2024-11-14 $237.01
2024 Q3 ADDED — — — 5,291,600 +2,591,800 +96.0% 9.20% $1.29B 2024-11-14 $237.01
2024 Q3 ADDED — — — 2,699,800 +2,666,177 +7929.6% 4.69% $656.2M 2024-11-14 $237.01
2024 Q2 REDUCED 97.7% +13.1% ❌ 33,623 -1,427,677 -97.7% 0.08% $7.2M 2024-08-13 $228.06
2024 Q2 REDUCED 30.6% +13.1% ❌ 1,461,300 -645,200 -30.6% 3.34% $314.2M 2024-08-13 $228.06
2024 Q2 ADDED — — — 2,106,500 +661,500 +45.8% 4.81% $452.9M 2024-08-13 $228.06
2024 Q1 ADDED — — — 1,445,000 +637,500 +78.9% 2.75% $297.3M 2024-05-13 $216.26
2024 Q1 ADDED — — — 807,500 +804,741 +29167.9% 1.53% $166.1M 2024-05-13 $216.26
2024 Q1 REDUCED 99.9% +4.8% ❌ 2,759 -5,359,441 -99.9% 0.01% $568K 2024-05-13 $216.26
2023 Q4 ADDED — — — 5,362,200 +5,359,638 +209197.4% 6.69% $1.03B 2024-02-14 $184.42
2023 Q4 REDUCED 99.8% +8.7% ❌ 2,562 -1,299,638 -99.8% 0.00% $490K 2024-02-14 $184.42
2023 Q4 REDUCED 78.0% +8.7% ❌ 1,302,200 -4,626,400 -78.0% 1.62% $248.9M 2024-02-14 $184.42
73 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GLD

As of 2026 Q1 — sorted by position size

Gruss & Co., LLC 3Y 7Y 42.72% Eurizon Asset Management Hungary Ltd. 40.21% VISTA FINANCE, LLC 3Y 34.24% PPSC Investment Service Corp 3Y 26.54% Briaud Financial Planning Inc 3Y 22.37% Walser Wealth Management Company, A Ltd Liability Co 20.13% SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 18.76% Corecam AG 18.69% Corecam Pte. Ltd. 17.92% Brown University 3Y 16.69%

FAQ About Jefferies Financial Group Inc. and GLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jefferies Financial Group Inc. reported owning GLD?

Jefferies Financial Group Inc. reported GLD across 30 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GLD position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for GLD was 17.00% in 2025 Q1.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2026 Q1, when Jefferies Financial Group Inc. reported 10,948 shares, equal to 0.03% of portfolio, with an estimated market value of $4.7M.

What does the chart on this GLD ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly GLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Jefferies Financial Group Inc. time their GLD position?

Based on 13F filing dates vs. subsequent GLD price moves, Jefferies Financial Group Inc. correctly timed 49 out of 93 reported position changes (53%). The annualised alpha on GLD relative to SPY over the holding period was +5.6%.

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