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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
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 		$2.67M 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

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LVM Capital Management's GLD Position: Q2 2026 in Review

LVM Capital Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 7,475 shares worth $2.75M. The position accounts for 0.23% of the portfolio, ranked #54.

LVM Capital Management first reported a position in GLD in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.22M in Q1 2026. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • LVM Capital Management held 7,475 shares of SPDR Gold Trust worth $2.75M as of Q2 2026.
  • LVM Capital Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.23% of LVM Capital Management's portfolio in Q2 2026, its #54 holding.
  • LVM Capital Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 49 quarters since.
  • LVM Capital Management's SPDR Gold Trust position peaked at $3.22M in Q1 2026.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.