Marathon Capital Management
GLD icon

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
Q3 		$4.19M Buy
10,994
+40
+0.4% +$15.6K 0.86% 36
2026
Q2 		$4.04M Buy
10,954
+291
+3% +$121K 0.82% 40
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% -$9.6K 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

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Moody Lynn & Lieberson
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Northside Capital Management
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
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Marathon Capital Management's GLD Position: Q3 2026 in Review

Marathon Capital Management increased its SPDR Gold Trust (GLD) stake by 0.37% in Q3 2026, buying an estimated $15.6K and bringing the position to 10,994 shares worth $4.19M. The position accounts for 0.86% of the portfolio, ranked #36.

Marathon Capital Management first reported a position in GLD in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.59M in Q1 2026. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Marathon Capital Management held 10,994 shares of SPDR Gold Trust worth $4.19M as of Q3 2026.
  • Marathon Capital Management bought 40 SPDR Gold Trust shares in Q3 2026, an estimated $15.6K.
  • SPDR Gold Trust made up 0.86% of Marathon Capital Management's portfolio in Q3 2026, its #36 holding.
  • Marathon Capital Management first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 19 quarters since.
  • Marathon Capital Management's SPDR Gold Trust position peaked at $4.59M in Q1 2026.
  • 1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Marathon Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.