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Catawba River Capital’s SPDR Gold Trust GLD Stock Holding History

Catawba River Capital’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 		$15.9M Buy
43,117
+428
+1% +$177K 7.11% 6
2026
Q1 		$18.7M Sell
42,689
-30,062
-41% -$13.5M 8.99% 3
2025
Q4 		$28.8M Sell
72,751
-1,588
-2% -$606K 12.83% 1
2025
Q3 		$26.4M Buy
74,339
+239
+0.3% +$76.2K 11.99% 2
2025
Q2 		$22.6M Buy
74,100
+1,698
+2% +$514K 11.48% 3
2025
Q1 		$20.9M Sell
72,402
-384
-0.5% -$102K 12.69% 2
2024
Q4 		$17.6M Buy
72,786
+1,116
+2% +$274K 10.51% 2
2024
Q3 		$17.4M Buy
71,670
+905
+1% +$207K 11.02% 2
2024
Q2 		$15.2M Buy
70,765
+18,891
+36% +$4.09M 9.21% 2
2024
Q1 		$10.7M Sell
51,874
-905
-2% -$174K 6.22% 5
2023
Q4 		$10.1M Sell
52,779
-678
-1% -$124K 7.09% 3
2023
Q3 		$9.17M Sell
53,457
-589
-1% -$105K 7.06% 3
2023
Q2 		$9.63M Buy
54,046
+270
+0.5% +$49.6K 7.68% 3
2023
Q1 		$9.85M Sell
53,776
-706
-1% -$124K 8.95% 1
2022
Q4 		$9.24M Sell
54,482
-150
-0.3% -$24.2K 9.69% 1
2022
Q3 		$8.45M Buy
54,632
+846
+2% +$136K 10.06% 2
2022
Q2 		$9.06M Sell
53,786
-144
-0.3% -$25.1K 11.91% 1
2022
Q1 		$9.74M Buy
53,930
+972
+2% +$171K 6.45% 2
2021
Q4 		$9.05M Sell
52,958
-655
-1% -$110K 5.5% 3
2021
Q3 		$8.8M Buy
53,613
+1,492
+3% +$250K 5.55% 4
2021
Q2 		$8.63M Sell
52,121
-15,863
-23% -$2.7M 5.43% 5
2021
Q1 		$10.9M Sell
67,984
-3,504
-5% -$589K 7.29% 2
2020
Q4 		$12.8M Buy
+71,488
New +$12.6M 8.79% 1
2020
Q2 		$1.45M Buy
+8,752
New +$1.41M 5.75% 4

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 $59.9B AUM 27.01% 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

Catawba River Capital's GLD Position: Q2 2026 in Review

Catawba River Capital increased its SPDR Gold Trust (GLD) stake by 1% in Q2 2026, buying an estimated $177K and bringing the position to 43,117 shares worth $15.9M. The position accounts for 7.11% of the portfolio, ranked #6.

Catawba River Capital first reported a position in GLD in Q2 2020 and has held it in 24 quarters since. The position peaked at $28.8M in Q4 2025. 3,007 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Catawba River Capital held 43,117 shares of SPDR Gold Trust worth $15.9M as of Q2 2026.
  • Catawba River Capital bought 428 SPDR Gold Trust shares in Q2 2026, an estimated $177K.
  • SPDR Gold Trust made up 7.11% of Catawba River Capital's portfolio in Q2 2026, its #6 holding.
  • Catawba River Capital first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • Catawba River Capital's SPDR Gold Trust position peaked at $28.8M in Q4 2025.
  • 3,007 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Catawba River Capital's 13F filing for Q2 2026, filed 22 Jul 2026.