PYA Waltman Capital’s SPDR Gold Trust GLD Stock Holding History

PYA Waltman Capital’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	$1.15M	Sell	2,670 -900	-25%	-$403K	0.32%	46
2025 Q4	$1.41M	Hold	3,570	–	–	0.38%	41
2025 Q3	$1.27M	Hold	3,570	–	–	0.34%	47
2025 Q2	$1.09M	Hold	3,570	–	–	0.31%	51
2025 Q1	$1.03M	Sell	3,570 -568	-14%	-$150K	0.32%	49
2024 Q4	$1M	Hold	4,138	–	–	0.32%	51
2024 Q3	$1.01M	Sell	4,138 -443	-10%	-$101K	0.33%	50
2024 Q2	$985K	Buy	4,581 +1,583	+53%	+$342K	0.36%	45
2024 Q1	$617K	Hold	2,998	–	–	0.23%	55
2023 Q4	$573K	Buy	+2,998	New	+$549K	0.24%	54

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PYA Waltman Capital's GLD Position: Q1 2026 in Review

PYA Waltman Capital reduced its SPDR Gold Trust (GLD) stake by 25% in Q1 2026, selling an estimated $403K and leaving 2,670 shares worth $1.15M. The position accounts for 0.32% of the portfolio, ranked #46.

PYA Waltman Capital first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

PYA Waltman Capital held 2,670 shares of SPDR Gold Trust worth $1.15M as of Q1 2026.
PYA Waltman Capital sold 900 SPDR Gold Trust shares in Q1 2026, an estimated $403K.
SPDR Gold Trust made up 0.32% of PYA Waltman Capital's portfolio in Q1 2026, its #46 holding.
PYA Waltman Capital first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
PYA Waltman Capital's SPDR Gold Trust position peaked at $1.41M in Q4 2025.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.