Gold Investment Management’s Global X Defense Tech ETF SHLD Stock Holding History

Gold Investment Management’s Portfolio SHLD Stock Details SHLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239	Buy	+4	New	+$266	﹤0.01%	202
2025 Q1	–	Sell	-72	Closed	-$2.69K	–	218
2024 Q4	$2.69K	Hold	72	–	–	﹤0.01%	196
2024 Q3	$2.68K	Hold	72	–	–	﹤0.01%	189
2024 Q2	$2.38K	Hold	72	–	–	﹤0.01%	194
2024 Q1	$2.39K	Buy	+72	New	+$2.16K	﹤0.01%	196

Other funds holding SHLD

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Gold Investment Management's SHLD Position: Q2 2026 in Review

Gold Investment Management opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 4 shares worth $239. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings. This is a return to the name: Gold Investment Management previously reported a position in SHLD as recently as Q4 2024.

Gold Investment Management first reported a position in SHLD in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.69K in Q4 2024. 610 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Gold Investment Management held 4 shares of Global X Defense Tech ETF worth $239 as of Q2 2026.
Global X Defense Tech ETF was a new Gold Investment Management position in Q2 2026.
Global X Defense Tech ETF made up ﹤0.01% of Gold Investment Management's portfolio in Q2 2026, its #202 holding.
Gold Investment Management first reported a position in Global X Defense Tech ETF in Q1 2024 and has held it in 5 quarters since.
Gold Investment Management's Global X Defense Tech ETF position peaked at $2.69K in Q4 2024.
610 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

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