Isthmus Partners’s SPDR Gold Trust GLD Stock Holding History

Isthmus Partners’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	$2.21M	Hold	6,000	–	–	0.21%	109
2026 Q1	$2.58M	Hold	6,000	–	–	0.27%	100
2025 Q4	$2.38M	Hold	6,000	–	–	0.26%	95
2025 Q3	$2.13M	Hold	6,000	–	–	0.47%	53
2025 Q2	$1.83M	Hold	6,000	–	–	0.21%	99
2025 Q1	$1.73M	Hold	6,000	–	–	0.22%	94
2024 Q4	$1.45M	Hold	6,000	–	–	0.18%	110
2024 Q3	$1.46M	Hold	6,000	–	–	0.17%	105
2024 Q2	$1.29M	Hold	6,000	–	–	0.15%	109
2024 Q1	$1.23M	Hold	6,000	–	–	0.14%	113
2023 Q4	$1.15M	Hold	6,000	–	–	0.15%	112
2023 Q3	$1.03M	Hold	6,000	–	–	0.15%	112
2023 Q2	$1.07M	Hold	6,000	–	–	0.15%	112
2023 Q1	$1.1M	Hold	6,000	–	–	0.16%	112
2022 Q4	$1.02M	Hold	6,000	–	–	0.15%	111
2022 Q3	$928K	Hold	6,000	–	–	0.16%	105
2022 Q2	$1.01M	Hold	6,000	–	–	0.19%	104
2022 Q1	$1.08M	Hold	6,000	–	–	0.18%	106
2021 Q4	$1.03M	Hold	6,000	–	–	0.17%	107
2021 Q3	$985K	Buy	+6,000	New	+$1M	0.18%	106

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

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Isthmus Partners's GLD Position: Q2 2026 in Review

Isthmus Partners held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 6,000 shares worth $2.21M. The position accounts for 0.21% of the portfolio, ranked #109.

Isthmus Partners first reported a position in GLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.58M in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Isthmus Partners held 6,000 shares of SPDR Gold Trust worth $2.21M as of Q2 2026.
Isthmus Partners left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.21% of Isthmus Partners's portfolio in Q2 2026, its #109 holding.
Isthmus Partners first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 20 quarters since.
Isthmus Partners's SPDR Gold Trust position peaked at $2.58M in Q1 2026.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.