LVM Capital Management
GLD icon

LVM Capital Management’s SPDR Gold Trust GLD Stock Holding History

LVM Capital 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
Q3 		$3.04M Buy
7,975
+500
+7% +$196K 0.25% 51
2026
Q2 		$2.75M Hold
7,475
– – 0.23% 54
2026
Q1 		$3.22M Sell
7,475
-100
-1% -$44.8K 0.3% 47
2025
Q4 		$3M Buy
7,575
+50
+0.7% +$19.1K 0.28% 52
2025
Q3 		$2.68M Buy
7,525
+200
+3% +$63.7K 0.26% 57
2025
Q2 		$2.23M Buy
7,325
+1,000
+16% +$303K 0.23% 58
2025
Q1 		$1.82M Hold
6,325
– – 0.2% 58
2024
Q4 		$1.53M Buy
6,325
+200
+3% +$49.1K 0.16% 61
2024
Q3 		$1.32M Hold
6,125
– – 0.15% 64
2024
Q2 		$1.32M Buy
6,125
+250
+4% +$54.1K 0.15% 64
2024
Q1 		$1.21M Hold
5,875
– – 0.14% 63
2023
Q4 		$1.12M Buy
5,875
+400
+7% +$73.3K 0.14% 63
2023
Q3 		$939K Buy
5,475
+100
+2% +$17.9K 0.13% 69
2023
Q2 		$958K Buy
5,375
+1,550
+41% +$285K 0.13% 67
2023
Q1 		$701K Buy
3,825
+275
+8% +$48.4K 0.1% 86
2022
Q4 		$602K Buy
3,550
+350
+11% +$56.4K 0.09% 86
2022
Q3 		$495K Buy
3,200
+1,450
+83% +$233K 0.08% 90
2022
Q2 		$295K Hold
1,750
– – 0.04% 107
2022
Q1 		$316K Hold
1,750
– – 0.04% 111
2021
Q4 		$299K Sell
1,750
-6,460
-79% -$1.08M 0.04% 105
2021
Q3 		$1.35M Buy
8,210
+185
+2% +$31K 0.2% 60
2021
Q2 		$1.33M Buy
8,025
+300
+4% +$51K 0.2% 59
2021
Q1 		$1.24M Sell
7,725
-2,025
-21% -$340K 0.2% 59
2020
Q4 		$1.74M Buy
9,750
+550
+6% +$96.8K 0.29% 50
2020
Q3 		$1.63M Buy
9,200
+1,775
+24% +$319K 0.32% 44
2020
Q2 		$1.24M Buy
7,425
+5,900
+387% +$952K 0.25% 49
2020
Q1 		$226K Sell
1,525
-175
-10% -$26.1K 0.06% 92
2019
Q4 		$243K Buy
1,700
+200
+13% +$27.9K 0.05% 100
2019
Q3 		$208K Buy
+1,500
New +$209K 0.04% 108
2018
Q3 		– Sell
-2,212
Closed -$262K – 114
2018
Q2 		$262K Hold
2,212
– – 0.06% 101
2018
Q1 		$278K Buy
2,212
+2
+0.1% +$252 0.06% 98
2017
Q4 		$273K Sell
2,210
-200
-8% -$24.2K 0.06% 100
2017
Q3 		$293K Sell
2,410
-800
-25% -$97.3K 0.07% 90
2017
Q2 		$379K Sell
3,210
-300
-9% -$35.9K 0.1% 79
2017
Q1 		$417K Hold
3,510
– – 0.11% 74
2016
Q4 		$385K Sell
3,510
-325
-8% -$37.7K 0.11% 75
2016
Q3 		$491K Buy
3,835
+265
+7% +$33.8K 0.16% 63
2016
Q2 		$451K Hold
3,570
– – 0.13% 66
2016
Q1 		$420K Sell
3,570
-30
-0.8% -$3.4K 0.13% 65
2015
Q4 		$365K Buy
3,600
+150
+4% +$15.9K 0.13% 71
2015
Q3 		$369K Buy
3,450
+490
+17% +$52.8K 0.13% 70
2015
Q2 		$333K Hold
2,960
– – 0.11% 78
2015
Q1 		$336K Hold
2,960
– – 0.11% 77
2014
Q4 		$336K Sell
2,960
-875
-23% -$101K 0.11% 79
2014
Q3 		$446K Hold
3,835
– – 0.15% 70
2014
Q2 		$491K Sell
3,835
-4,815
-56% -$598K 0.16% 63
2014
Q1 		$1.07M Sell
8,650
-400
-4% -$49.9K 0.37% 47
2013
Q4 		$1.05M Sell
9,050
-1,980
-18% -$243K 0.37% 47
2013
Q3 		$1.41M Buy
11,030
+6,500
+143% +$835K 0.53% 42
2013
Q2 		$540K Buy
+4,530
New +$620K 0.22% 59

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

LVM Capital Management's GLD Position: Q3 2026 in Review

LVM Capital Management increased its SPDR Gold Trust (GLD) stake by 6.7% in Q3 2026, buying an estimated $196K and bringing the position to 7,975 shares worth $3.04M. The position accounts for 0.25% of the portfolio, ranked #51.

LVM Capital Management first reported a position in GLD in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.22M in Q1 2026. 2,078 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • LVM Capital Management held 7,975 shares of SPDR Gold Trust worth $3.04M as of Q3 2026.
  • LVM Capital Management bought 500 SPDR Gold Trust shares in Q3 2026, an estimated $196K.
  • SPDR Gold Trust made up 0.25% of LVM Capital Management's portfolio in Q3 2026, its #51 holding.
  • LVM Capital Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 50 quarters since.
  • LVM Capital Management's SPDR Gold Trust position peaked at $3.22M in Q1 2026.
  • 2,078 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.