Cheviot Value Management’s SPDR Gold Trust GLD Stock Holding History

Cheviot Value 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	$146K	Sell	397 -37	-9%	-$15.3K	0.01%	146
2026 Q1	$187K	Hold	434	–	–	0.02%	131
2025 Q4	$215K	Hold	434	–	–	0.02%	125
2025 Q3	$158K	Buy	434 +39	+10%	+$12.4K	0.02%	145
2025 Q2	$124K	Hold	395	–	–	0.01%	141
2025 Q1	$121K	Buy	+395	New	+$104K	0.01%	140

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

Cheviot Value Management's GLD Position: Q2 2026 in Review

Cheviot Value Management reduced its SPDR Gold Trust (GLD) stake by 8.5% in Q2 2026, selling an estimated $15.3K and leaving 397 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #146.

Cheviot Value Management first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $215K in Q4 2025. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Cheviot Value Management held 397 shares of SPDR Gold Trust worth $146K as of Q2 2026.
Cheviot Value Management sold 37 SPDR Gold Trust shares in Q2 2026, an estimated $15.3K.
SPDR Gold Trust made up 0.01% of Cheviot Value Management's portfolio in Q2 2026, its #146 holding.
Cheviot Value Management first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's SPDR Gold Trust position peaked at $215K in Q4 2025.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.