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Sonata Capital Group’s SPDR Gold Trust GLD Stock Holding History

Sonata Capital Group’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 		$332K Buy
900
+200
+29% +$82.9K 0.11% 96
2026
Q1 		$301K Hold
700
– – 0.11% 97
2025
Q4 		$277K Hold
700
– – 0.1% 106
2025
Q3 		$249K Hold
700
– – 0.09% 111
2025
Q2 		$213K Sell
700
-400
-36% -$121K 0.09% 117
2025
Q1 		$317K Hold
1,100
– – 0.14% 91
2024
Q4 		$266K Hold
1,100
– – 0.11% 100
2024
Q3 		$267K Hold
1,100
– – 0.11% 101
2024
Q2 		$237K Hold
1,100
– – 0.12% 85
2024
Q1 		$226K Hold
1,100
– – 0.1% 107
2023
Q4 		$210K Buy
+1,100
New +$202K 0.1% 104
2023
Q2 		– Sell
-1,100
Closed -$202K – 104
2023
Q1 		$202K Buy
+1,100
New +$194K 0.11% 101
2022
Q3 		– Sell
-1,400
Closed -$236K – 108
2022
Q2 		$236K Hold
1,400
– – 0.12% 99
2022
Q1 		$253K Sell
1,400
-340
-20% -$59.6K 0.11% 106
2021
Q4 		$297K Hold
1,740
– – 0.12% 99
2021
Q3 		$286K Hold
1,740
– – 0.13% 105
2021
Q2 		$288K Hold
1,740
– – 0.13% 110
2021
Q1 		$278K Buy
1,740
+100
+6% +$16.8K 0.13% 109
2020
Q4 		$293K Sell
1,640
-300
-15% -$52.8K 0.14% 101
2020
Q3 		$344K Buy
+1,940
New +$349K 0.2% 84

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Sonata Capital Group's GLD Position: Q2 2026 in Review

Sonata Capital Group increased its SPDR Gold Trust (GLD) stake by 29% in Q2 2026, buying an estimated $82.9K and bringing the position to 900 shares worth $332K. The position accounts for 0.11% of the portfolio, ranked #96.

Sonata Capital Group first reported a position in GLD in Q3 2020 and has held it in 20 quarters since. The position peaked at $344K in Q3 2020. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sonata Capital Group held 900 shares of SPDR Gold Trust worth $332K as of Q2 2026.
  • Sonata Capital Group bought 200 SPDR Gold Trust shares in Q2 2026, an estimated $82.9K.
  • SPDR Gold Trust made up 0.11% of Sonata Capital Group's portfolio in Q2 2026, its #96 holding.
  • Sonata Capital Group first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 20 quarters since.
  • Sonata Capital Group's SPDR Gold Trust position peaked at $344K in Q3 2020.
  • 1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.