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Spinnaker Investment Group’s SPDR Gold Trust GLD Stock Holding History

Spinnaker Investment 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 		$273K Buy
742
+229
+45% +$94.9K 0.04% 142
2026
Q1 		$221K Sell
513
-60
-10% -$26.9K 0.05% 133
2025
Q4 		$227K Sell
573
-3
-0.5% -$1.15K 0.04% 151
2025
Q3 		$205K Buy
+576
New +$184K 0.04% 149

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

Spinnaker Investment Group's GLD Position: Q2 2026 in Review

Spinnaker Investment Group increased its SPDR Gold Trust (GLD) stake by 45% in Q2 2026, buying an estimated $94.9K and bringing the position to 742 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #142.

Spinnaker Investment Group first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. 1,434 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Spinnaker Investment Group held 742 shares of SPDR Gold Trust worth $273K as of Q2 2026.
  • Spinnaker Investment Group bought 229 SPDR Gold Trust shares in Q2 2026, an estimated $94.9K.
  • SPDR Gold Trust made up 0.04% of Spinnaker Investment Group's portfolio in Q2 2026, its #142 holding.
  • Spinnaker Investment Group first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • 1,434 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.