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

Aspen 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 		$1.25M Sell
3,389
-1,427
-30% -$591K 0.34% 86
2026
Q1 		$2.07M Sell
4,816
-2,295
-32% -$1.03M 0.63% 47
2025
Q4 		$2.82M Buy
7,111
+593
+9% +$226K 0.85% 28
2025
Q3 		$2.32M Sell
6,518
-460
-7% -$147K 0.9% 30
2025
Q2 		$2.13M Buy
6,978
+1,121
+19% +$339K 0.89% 31
2025
Q1 		$1.69M Buy
5,857
+20
+0.3% +$5.29K 0.78% 38
2024
Q4 		$1.41M Sell
5,837
-5,320
-48% -$1.31M 0.66% 49
2024
Q3 		$2.71M Buy
11,157
+25
+0.2% +$5.72K 1.27% 20
2024
Q2 		$2.39M Buy
11,132
+8,685
+355% +$1.88M 1.19% 20
2024
Q1 		$503K Buy
2,447
+1,375
+128% +$264K 0.26% 99
2023
Q4 		$205K Buy
+1,072
New +$196K 0.11% 138
2021
Q3 		– Sell
-3,275
Closed -$542K – 144
2021
Q2 		$542K Buy
+3,275
New +$556K 0.28% 96
2020
Q4 		– Sell
-3,022
Closed -$535K – 135
2020
Q3 		$535K Buy
+3,022
New +$543K 0.36% 80
2019
Q1 		– Sell
-2,180
Closed -$264K – 138
2018
Q4 		$264K Sell
2,180
-100
-4% -$11.6K 0.21% 110
2018
Q3 		$257K Hold
2,280
– – 0.17% 124
2018
Q2 		$271K Buy
2,280
+200
+10% +$24.8K 0.19% 122
2018
Q1 		$262K Hold
2,080
– – 0.19% 120
2017
Q4 		$257K Hold
2,080
– – 0.18% 122
2017
Q3 		$253K Hold
2,080
– – 0.19% 118
2017
Q2 		$245K Hold
2,080
– – 0.18% 115
2017
Q1 		$247K Hold
2,080
– – 0.18% 117
2016
Q4 		$228K Sell
2,080
-20
-1% -$2.32K 0.17% 118
2016
Q3 		$264K Hold
2,100
– – 0.21% 106
2016
Q2 		$266K Buy
2,100
+100
+5% +$12K 0.22% 100
2016
Q1 		$235K Hold
2,000
– – 0.22% 105
2015
Q4 		$203K Hold
2,000
– – 0.2% 115
2015
Q3 		$214K Hold
2,000
– – 0.21% 111
2015
Q2 		$225K Hold
2,000
– – 0.19% 115
2015
Q1 		$227K Hold
2,000
– – 0.18% 117
2014
Q4 		$227K Hold
2,000
– – 0.19% 116
2014
Q3 		$232K Buy
+2,000
New +$247K 0.19% 106

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Aspen Investment Management reduced its SPDR Gold Trust (GLD) stake by 30% in Q2 2026, selling an estimated $591K and leaving 3,389 shares worth $1.25M. The position accounts for 0.34% of the portfolio, ranked #86.

Aspen Investment Management first reported a position in GLD in Q3 2014 and has held it in 31 quarters since. The position peaked at $2.82M in Q4 2025. 814 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Aspen Investment Management held 3,389 shares of SPDR Gold Trust worth $1.25M as of Q2 2026.
  • Aspen Investment Management sold 1,427 SPDR Gold Trust shares in Q2 2026, an estimated $591K.
  • SPDR Gold Trust made up 0.34% of Aspen Investment Management's portfolio in Q2 2026, its #86 holding.
  • Aspen Investment Management first reported a position in SPDR Gold Trust in Q3 2014 and has held it in 31 quarters since.
  • Aspen Investment Management's SPDR Gold Trust position peaked at $2.82M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.