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Shearwater Capital’s SPDR Gold Trust GLD Stock Holding History

Shearwater 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
Q2 		$1.58M Hold
4,278
– – 0.75% 20
2026
Q1 		$1.84M Hold
4,278
– – 0.97% 15
2025
Q4 		$1.7M Sell
4,278
-31
-0.7% -$11.8K 0.97% 14
2025
Q3 		$1.53M Sell
4,309
-26
-0.6% -$8.29K 0.91% 15
2025
Q2 		$1.32M Buy
4,335
+50
+1% +$15.1K 0.83% 17
2025
Q1 		$1.23M Sell
4,285
-177
-4% -$46.8K 0.87% 16
2024
Q4 		$1.08M Sell
4,462
-173
-4% -$42.5K 0.73% 17
2024
Q3 		$1.13M Hold
4,635
– – 0.78% 17
2024
Q2 		$997K Sell
4,635
-1
-0% -$216 0.73% 18
2024
Q1 		$954K Buy
4,636
+157
+4% +$30.1K 0.7% 20
2023
Q4 		$856K Hold
4,479
– – 0.68% 21
2023
Q3 		$768K Sell
4,479
-35
-0.8% -$6.26K 0.69% 22
2023
Q2 		$805K Sell
4,514
-255
-5% -$46.9K 0.7% 20
2023
Q1 		$874K Sell
4,769
-956
-17% -$168K 0.81% 18
2022
Q4 		$948K Buy
5,725
+285
+5% +$45.9K 0.96% 15
2022
Q3 		$823K Sell
5,440
-13
-0.2% -$2.09K 0.93% 16
2022
Q2 		$896K Sell
5,453
-13
-0.2% -$2.27K 0.97% 16
2022
Q1 		$961K Buy
5,466
+259
+5% +$45.4K 0.89% 15
2021
Q4 		$867K Buy
+5,207
New +$874K 0.75% 15

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Shearwater Capital's GLD Position: Q2 2026 in Review

Shearwater Capital held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 4,278 shares worth $1.58M. The position accounts for 0.75% of the portfolio, ranked #20.

Shearwater Capital first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.84M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Shearwater Capital held 4,278 shares of SPDR Gold Trust worth $1.58M as of Q2 2026.
  • Shearwater Capital left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.75% of Shearwater Capital's portfolio in Q2 2026, its #20 holding.
  • Shearwater Capital first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Shearwater Capital's SPDR Gold Trust position peaked at $1.84M in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.