Marshall Investment Management’s SPDR Gold Trust GLD Stock Holding History

Marshall Investment 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	$17.6M	Buy	47,749 +700	+1%	+$290K	7.31%	1
2026 Q1	$20.2M	Sell	47,049 -1,363	-3%	-$610K	9.71%	1
2025 Q4	$19.2M	Sell	48,412 -65	-0.1%	-$24.8K	9.64%	1
2025 Q3	$17.2M	Buy	48,477 +45,136	+1,351%	+$14.4M	9.12%	1
2025 Q2	$1.02M	Sell	3,341 -32,270	-91%	-$9.77M	4.84%	8
2025 Q1	$10.3M	Buy	35,611 +34,697	+3,796%	+$9.18M	6.37%	1
2024 Q4	$222K	Buy	+914	New	+$225K	0.13%	64

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Marshall Investment Management's GLD Position: Q2 2026 in Review

Marshall Investment Management increased its SPDR Gold Trust (GLD) stake by 1.5% in Q2 2026, buying an estimated $290K and bringing the position to 47,749 shares worth $17.6M. The position accounts for 7.31% of the portfolio, ranked #1.

Marshall Investment Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.2M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Marshall Investment Management held 47,749 shares of SPDR Gold Trust worth $17.6M as of Q2 2026.
Marshall Investment Management bought 700 SPDR Gold Trust shares in Q2 2026, an estimated $290K.
SPDR Gold Trust made up 7.31% of Marshall Investment Management's portfolio in Q2 2026, its #1 holding.
Marshall Investment Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Marshall Investment Management's SPDR Gold Trust position peaked at $20.2M in Q1 2026.
3,030 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.