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Cavalier Investments’s SPDR Gold Trust GLD Stock Holding History

Cavalier Investments’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
Q1 		$10.8M Buy
25,125
+3,245
+15% +$1.45M 0.29% 37
2025
Q4 		$8.67M Buy
21,880
+20,224
+1,221% +$7.72M 0.45% 35
2025
Q3 		$589K Hold
1,656
– – 0.05% 87
2025
Q2 		$505K Hold
1,656
– – 0.15% 62
2025
Q1 		$477K Sell
1,656
-31
-2% -$8.2K 0.16% 72
2024
Q4 		$408K Sell
1,687
-186
-10% -$45.7K 0.14% 63
2024
Q3 		$455K Sell
1,873
-93
-5% -$21.3K 0.14% 80
2024
Q2 		$423K Hold
1,966
– – 0.13% 75
2024
Q1 		$404K Hold
1,966
– – 0.15% 77
2023
Q4 		$376K Sell
1,966
-861
-30% -$158K 0.14% 87
2023
Q3 		$485K Sell
2,827
-400
-12% -$71.5K 0.19% 84
2023
Q2 		$575K Sell
3,227
-3,753
-54% -$690K 0.21% 73
2023
Q1 		$1.28M Sell
6,980
-12,254
-64% -$2.16M 0.52% 42
2022
Q4 		$3.26M Buy
19,234
+15,358
+396% +$2.47M 1.17% 29
2022
Q3 		$600K Buy
3,876
+46
+1% +$7.4K 0.22% 81
2022
Q2 		$645K Sell
3,830
-210
-5% -$36.7K 0.23% 86
2022
Q1 		$730K Buy
4,040
+1,709
+73% +$300K 0.19% 92
2021
Q4 		$399K Buy
2,331
+1,034
+80% +$174K 0.1% 96
2021
Q3 		$213K Hold
1,297
– – 0.07% 97
2021
Q2 		$214K Buy
+1,297
New +$220K 0.08% 94
2019
Q2 		– Sell
-41,821
Closed -$5.1M – 125
2019
Q1 		$5.1M Buy
+41,821
New +$5.15M 2.1% 12
2016
Q3 		– Sell
-4,186
Closed -$529K – 142
2016
Q2 		$529K Buy
4,186
+698
+20% +$84K 0.31% 67
2016
Q1 		$410K Buy
+3,488
New +$395K 0.24% 70

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cavalier Investments's GLD Position: Q1 2026 in Review

Cavalier Investments increased its SPDR Gold Trust (GLD) stake by 15% in Q1 2026, buying an estimated $1.45M and bringing the position to 25,125 shares worth $10.8M. The position accounts for 0.29% of the portfolio, ranked #37.

Cavalier Investments first reported a position in GLD in Q1 2016 and has held it in 23 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Cavalier Investments held 25,125 shares of SPDR Gold Trust worth $10.8M as of Q1 2026.
  • Cavalier Investments bought 3,245 SPDR Gold Trust shares in Q1 2026, an estimated $1.45M.
  • SPDR Gold Trust made up 0.29% of Cavalier Investments's portfolio in Q1 2026, its #37 holding.
  • Cavalier Investments first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 23 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.