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

Marathon 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
Q1 		$4.59M Sell
10,663
-325
-3% -$146K 1.03% 33
2025
Q4 		$4.35M Sell
10,988
-360
-3% -$137K 0.94% 36
2025
Q3 		$4.03M Sell
11,348
-30
-0.3% -$9.56K 0.92% 38
2025
Q2 		$3.47M Sell
11,378
-105
-0.9% -$31.8K 0.88% 35
2025
Q1 		$3.31M Sell
11,483
-45
-0.4% -$11.9K 0.88% 34
2024
Q4 		$2.79M Sell
11,528
-100
-0.9% -$24.6K 0.7% 39
2024
Q3 		$2.83M Buy
11,628
+78
+0.7% +$17.9K 0.69% 40
2024
Q2 		$2.48M Sell
11,550
-4,173
-27% -$903K 0.63% 40
2024
Q1 		$3.23M Sell
15,723
-420
-3% -$80.6K 0.77% 34
2023
Q4 		$3.09M Sell
16,143
-35
-0.2% -$6.42K 0.78% 36
2023
Q3 		$2.77M Buy
16,178
+535
+3% +$95.7K 0.7% 38
2023
Q2 		$2.79M Sell
15,643
-25
-0.2% -$4.59K 0.69% 39
2023
Q1 		$2.87M Sell
15,668
-485
-3% -$85.3K 0.71% 41
2022
Q4 		$2.74M Hold
16,153
– – 0.76% 32
2022
Q3 		$2.5M Buy
16,153
+560
+4% +$90.1K 0.71% 32
2022
Q2 		$2.63M Hold
15,593
– – 0.85% 28
2022
Q1 		$2.82M Buy
+15,593
New +$2.74M 0.81% 30

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marathon Capital Management's GLD Position: Q1 2026 in Review

Marathon Capital Management reduced its SPDR Gold Trust (GLD) stake by 3% in Q1 2026, selling an estimated $146K and leaving 10,663 shares worth $4.59M. The position accounts for 1.03% of the portfolio, ranked #33.

Marathon Capital Management first reported a position in GLD in Q1 2022 and has held it in 17 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Marathon Capital Management held 10,663 shares of SPDR Gold Trust worth $4.59M as of Q1 2026.
  • Marathon Capital Management sold 325 SPDR Gold Trust shares in Q1 2026, an estimated $146K.
  • SPDR Gold Trust made up 1.03% of Marathon Capital Management's portfolio in Q1 2026, its #33 holding.
  • Marathon Capital Management first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.