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 Q2	$9.21M	Sell	25,000 -115,000	-82%	-$47.6M	0.38%	30
2026 Q1	$60.2M	Buy	+140,000	New	+$62.7M	1.63%	8
2025 Q4	–	Sell	-250	Closed	-$8.89M	–	99
2025 Q3	$8.89M	Buy	+250	New	+$79.7K	0.73%	26

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cavalier Investments's GLD Position: Q2 2026 in Review

Cavalier Investments reduced its SPDR Gold Trust (GLD) stake by 30% in Q2 2026, selling an estimated $3.17M and leaving 17,482 shares worth $6.44M. The position accounts for 0.27% of the portfolio, ranked #38.

Cavalier Investments first reported a position in GLD in Q1 2016 and has held it in 24 quarters since. The position peaked at $10.8M in Q1 2026. 3,025 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Cavalier Investments held 17,482 shares of SPDR Gold Trust worth $6.44M as of Q2 2026.
Cavalier Investments sold 7,643 SPDR Gold Trust shares in Q2 2026, an estimated $3.17M.
SPDR Gold Trust made up 0.27% of Cavalier Investments's portfolio in Q2 2026, its #38 holding.
Cavalier Investments first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 24 quarters since.
Cavalier Investments's SPDR Gold Trust position peaked at $10.8M in Q1 2026.
3,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.