CI
GLD icon

CPR Investments’s SPDR Gold Trust GLD Stock Holding History

CPR 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 		$415K Sell
1,126
-22,566
-95% -$9.35M 0.32% 35
2026
Q1 		$10.2M Sell
23,692
-2,186
-8% -$979K 6.8% 3
2025
Q4 		$10.3M Sell
25,878
-383
-1% -$146K 6.88% 4
2025
Q3 		$9.33M Sell
26,261
-1,316
-5% -$419K 6.43% 5
2025
Q2 		$8.41M Buy
27,577
+107
+0.4% +$32.4K 6.53% 5
2025
Q1 		$7.92M Sell
27,470
-5,987
-18% -$1.58M 7.02% 3
2024
Q4 		$8.1M Sell
33,457
-11,620
-26% -$2.86M 7.31% 2
2024
Q3 		$11M Sell
45,077
-4,400
-9% -$1.01M 10.34% 2
2024
Q2 		$10.6M Sell
49,477
-6,100
-11% -$1.32M 8.8% 3
2024
Q1 		$11.4M Sell
55,577
-2,233
-4% -$429K 8.7% 3
2023
Q4 		$11.1M Buy
57,810
+53
+0.1% +$9.71K 10.71% 2
2023
Q3 		$9.9M Sell
57,757
-4,987
-8% -$892K 10.64% 2
2023
Q2 		$11.2M Sell
62,744
-14,186
-18% -$2.61M 10.74% 2
2023
Q1 		$14.1M Buy
76,930
+46,699
+154% +$8.22M 13.56% 2
2022
Q4 		$5.13M Sell
30,231
-4,039
-12% -$651K 5.1% 7
2022
Q3 		$5.3M Buy
34,270
+17,853
+109% +$2.87M 6.82% 6
2022
Q2 		$2.77M Buy
+16,417
New +$2.87M 4.16% 10

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

CPR Investments's GLD Position: Q2 2026 in Review

CPR Investments reduced its SPDR Gold Trust (GLD) stake by 95% in Q2 2026, selling an estimated $9.35M and leaving 1,126 shares worth $415K. The position accounts for 0.32% of the portfolio, ranked #35.

CPR Investments first reported a position in GLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.1M in Q1 2023. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • CPR Investments held 1,126 shares of SPDR Gold Trust worth $415K as of Q2 2026.
  • CPR Investments sold 22,566 SPDR Gold Trust shares in Q2 2026, an estimated $9.35M.
  • SPDR Gold Trust made up 0.32% of CPR Investments's portfolio in Q2 2026, its #35 holding.
  • CPR Investments first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 17 quarters since.
  • CPR Investments's SPDR Gold Trust position peaked at $14.1M in Q1 2023.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.