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Allen Investment Management’s SPDR Gold Trust GLD Stock Holding History

Allen Investment 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
Q2 		$196M Buy
531,354
+32,896
+7% +$13.6M 2.32% 17
2026
Q1 		$214M Buy
498,458
+18,664
+4% +$8.36M 2.65% 13
2025
Q4 		$190M Buy
479,794
+33,431
+7% +$12.8M 2.11% 14
2025
Q3 		$159M Buy
446,363
+78,197
+21% +$24.9M 1.76% 16
2025
Q2 		$112M Buy
368,166
+20,081
+6% +$6.08M 1.22% 19
2025
Q1 		$100M Buy
348,085
+158,886
+84% +$42M 1.17% 17
2024
Q4 		$45.8M Buy
189,199
+92,616
+96% +$22.8M 0.53% 33
2024
Q3 		$23.5M Buy
96,583
+18,461
+24% +$4.23M 0.28% 53
2024
Q2 		$16.8M Buy
78,122
+523
+0.7% +$113K 0.2% 53
2024
Q1 		$16M Sell
77,599
-4,013
-5% -$770K 0.2% 57
2023
Q4 		$15.6M Buy
81,612
+2,859
+4% +$524K 0.21% 57
2023
Q3 		$13.5M Sell
78,753
-2,044
-3% -$365K 0.2% 52
2023
Q2 		$14.4M Buy
80,797
+5,995
+8% +$1.1M 0.21% 48
2023
Q1 		$13.7M Buy
74,802
+2,455
+3% +$432K 0.23% 48
2022
Q4 		$12.3M Sell
72,347
-5,675
-7% -$914K 0.2% 48
2022
Q3 		$12.1M Buy
78,022
+22,815
+41% +$3.67M 0.21% 46
2022
Q2 		$9.3M Buy
55,207
+29,621
+116% +$5.17M 0.15% 52
2022
Q1 		$4.62M Buy
25,586
+13,955
+120% +$2.45M 0.06% 86
2021
Q4 		$1.99M Hold
11,631
– – 0.02% 116
2021
Q3 		$1.91M Hold
11,631
– – 0.03% 96
2021
Q2 		$1.93M Hold
11,631
– – 0.03% 95
2021
Q1 		$1.86M Hold
11,631
– – 0.03% 96
2020
Q4 		$2.08M Hold
11,631
– – 0.04% 87
2020
Q3 		$2.06M Hold
11,631
– – 0.04% 87
2020
Q2 		$1.95M Hold
11,631
– – 0.04% 90
2020
Q1 		$1.72M Hold
11,631
– – 0.05% 89
2019
Q4 		$1.66M Hold
11,631
– – 0.04% 95
2019
Q3 		$1.61M Buy
+11,631
New +$1.62M 0.04% 101
2017
Q4 		– Sell
-5,536
Closed -$673K – 184
2017
Q3 		$673K Sell
5,536
-524
-9% -$63.7K 0.03% 130
2017
Q2 		$715K Sell
6,060
-206
-3% -$24.7K 0.03% 132
2017
Q1 		$744K Buy
6,266
+76
+1% +$8.84K 0.04% 116
2016
Q4 		$678K Sell
6,190
-793
-11% -$92K 0.04% 119
2016
Q3 		$877K Sell
6,983
-27
-0.4% -$3.44K 0.06% 100
2016
Q2 		$887K Buy
7,010
+3,910
+126% +$471K 0.06% 93
2016
Q1 		$365K Sell
3,100
-5,594
-64% -$634K 0.03% 154
2015
Q4 		$882K Sell
8,694
-18,691
-68% -$1.98M 0.07% 92
2015
Q3 		$2.93M Buy
27,385
+18,752
+217% +$2.02M 0.28% 54
2015
Q2 		$970K Sell
8,633
-14,451
-63% -$1.65M 0.09% 98
2015
Q1 		$2.62M Buy
+23,084
New +$2.7M 0.19% 67
2014
Q4 		– Sell
-4,459
Closed -$518K – 237
2014
Q3 		$518K Buy
4,459
+859
+24% +$106K 0.04% 126
2014
Q2 		$461K Hold
3,600
– – 0.05% 88
2014
Q1 		$445K Hold
3,600
– – 0.07% 83
2013
Q4 		$418K Hold
3,600
– – 0.09% 64
2013
Q3 		$461K Hold
3,600
– – 0.13% 50
2013
Q2 		$429K Buy
+3,600
New +$493K 0.17% 44

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Allen Investment Management's GLD Position: Q2 2026 in Review

Allen Investment Management increased its SPDR Gold Trust (GLD) stake by 6.6% in Q2 2026, buying an estimated $13.6M and bringing the position to 531,354 shares worth $196M. The position accounts for 2.32% of the portfolio, ranked #17.

Allen Investment Management first reported a position in GLD in Q2 2013 and has held it in 45 quarters since. The position peaked at $214M in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Allen Investment Management held 531,354 shares of SPDR Gold Trust worth $196M as of Q2 2026.
  • Allen Investment Management bought 32,896 SPDR Gold Trust shares in Q2 2026, an estimated $13.6M.
  • SPDR Gold Trust made up 2.32% of Allen Investment Management's portfolio in Q2 2026, its #17 holding.
  • Allen Investment Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 45 quarters since.
  • Allen Investment Management's SPDR Gold Trust position peaked at $214M in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.