Nicholson Meyer Capital Management’s SPDR Gold Trust GLD Stock Holding History

Nicholson Meyer 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	$10.1M	Sell	27,499 -1,203	-4%	-$498K	6.75%	7
2026 Q1	$12.3M	Sell	28,702 -5,670	-16%	-$2.54M	9.47%	2
2025 Q4	$13.6M	Sell	34,372 -723	-2%	-$276K	10.3%	1
2025 Q3	$12.5M	Sell	35,095 -318	-0.9%	-$101K	9.59%	2
2025 Q2	$10.8M	Sell	35,413 -939	-3%	-$284K	9.14%	3
2025 Q1	$10.5M	Buy	+36,352	New	+$9.61M	9.64%	3

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Nicholson Meyer Capital Management's GLD Position: Q2 2026 in Review

Nicholson Meyer Capital Management reduced its SPDR Gold Trust (GLD) stake by 4.2% in Q2 2026, selling an estimated $498K and leaving 27,499 shares worth $10.1M. The position accounts for 6.75% of the portfolio, ranked #7.

Nicholson Meyer Capital Management first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.6M in Q4 2025. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Nicholson Meyer Capital Management held 27,499 shares of SPDR Gold Trust worth $10.1M as of Q2 2026.
Nicholson Meyer Capital Management sold 1,203 SPDR Gold Trust shares in Q2 2026, an estimated $498K.
SPDR Gold Trust made up 6.75% of Nicholson Meyer Capital Management's portfolio in Q2 2026, its #7 holding.
Nicholson Meyer Capital Management first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
Nicholson Meyer Capital Management's SPDR Gold Trust position peaked at $13.6M in Q4 2025.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.