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Sterling Investment Management’s SPDR Gold Trust GLD Stock Holding History

Sterling Investment 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 		$11.8M Sell
32,128
-816
-2% -$338K 6.49% 3
2026
Q1 		$14.2M Sell
32,944
-1,220
-4% -$546K 8.5% 2
2025
Q4 		$13.5M Sell
34,164
-966
-3% -$369K 7.68% 3
2025
Q3 		$12.5M Sell
35,130
-144
-0.4% -$45.9K 7.5% 3
2025
Q2 		$10.8M Sell
35,274
-396
-1% -$120K 7.12% 2
2025
Q1 		$10.3M Sell
35,670
-910
-2% -$241K 7.32% 3
2024
Q4 		$8.86M Buy
36,580
+3,467
+10% +$852K 6.95% 2
2024
Q3 		$8.05M Sell
33,113
-3,080
-9% -$705K 6.11% 3
2024
Q2 		$7.78M Sell
36,193
-2,213
-6% -$479K 5.91% 3
2024
Q1 		$7.9M Sell
38,406
-459
-1% -$88.1K 5.57% 4
2023
Q4 		$7.43M Sell
38,865
-1,985
-5% -$364K 5.45% 5
2023
Q3 		$7M Sell
40,850
-1,102
-3% -$197K 6.23% 3
2023
Q2 		$7.48M Sell
41,952
-2,073
-5% -$381K 5.93% 3
2023
Q1 		$8.07M Sell
44,025
-572
-1% -$101K 6.42% 3
2022
Q4 		$7.57M Sell
44,597
-1,920
-4% -$309K 6.08% 3
2022
Q3 		$7.2M Sell
46,517
-198
-0.4% -$31.8K 6.07% 3
2022
Q2 		$7.87M Sell
46,715
-249
-0.5% -$43.5K 6.54% 3
2022
Q1 		$8.48M Sell
46,964
-210
-0.4% -$36.8K 5.97% 3
2021
Q4 		$8.06M Sell
47,174
-723
-2% -$121K 5.02% 3
2021
Q3 		$7.87M Sell
47,897
-481
-1% -$80.5K 5.01% 3
2021
Q2 		$8.01M Buy
48,378
+640
+1% +$109K 5.25% 4
2021
Q1 		$7.64M Sell
47,738
-3,511
-7% -$590K 5.22% 3
2020
Q4 		$9.14M Buy
51,249
+2,478
+5% +$436K 6.49% 3
2020
Q3 		$8.64M Buy
48,771
+3,202
+7% +$575K 6.45% 3
2020
Q2 		$7.63M Buy
45,569
+898
+2% +$145K 5.9% 4
2020
Q1 		$6.61M Sell
44,671
-1,234
-3% -$184K 5.77% 3
2019
Q4 		$6.56M Buy
45,905
+27,415
+148% +$3.83M 4.35% 6
2019
Q3 		$2.57M Buy
18,490
+7,428
+67% +$1.03M 1.88% 18
2019
Q2 		$1.47M Sell
11,062
-299
-3% -$37K 1.14% 28
2019
Q1 		$1.39M Buy
11,361
+800
+8% +$98.6K 1.07% 28
2018
Q4 		$1.28M Sell
10,561
-539
-5% -$62.6K 1.07% 27
2018
Q3 		$1.25M Sell
11,100
-1,607
-13% -$184K 0.91% 30
2018
Q2 		$1.51M Sell
12,707
-2,809
-18% -$348K 1.17% 26
2018
Q1 		$1.95M Buy
15,516
+1,298
+9% +$164K 1.58% 21
2017
Q4 		$1.76M Buy
14,218
+956
+7% +$116K 1.87% 22
2017
Q3 		$1.61M Sell
13,262
-589
-4% -$71.6K 2.19% 20
2017
Q2 		$1.64M Sell
13,851
-140
-1% -$16.8K 2.16% 21
2017
Q1 		$1.66M Sell
13,991
-643
-4% -$74.7K 2.32% 17
2016
Q4 		$1.6M Sell
14,634
-397
-3% -$46.1K 2.29% 17
2016
Q3 		$1.89M Buy
15,031
+62
+0.4% +$7.9K 2.76% 13
2016
Q2 		$1.89M Buy
14,969
+312
+2% +$37.5K 2.59% 12
2016
Q1 		$1.72M Sell
14,657
-4,510
-24% -$511K 2.35% 16
2015
Q4 		$1.95M Sell
19,167
-1,144
-6% -$121K 1.68% 28
2015
Q3 		$2.17M Sell
20,311
-1,385
-6% -$149K 1.71% 28
2015
Q2 		$2.44M Buy
21,696
+370
+2% +$42.3K 1.84% 26
2015
Q1 		$2.42M Sell
21,326
-710
-3% -$83K 1.71% 26
2014
Q4 		$2.5M Sell
22,036
-2,223
-9% -$257K 1.72% 26
2014
Q3 		$2.82M Sell
24,259
-908
-4% -$112K 1.97% 20
2014
Q2 		$3.22M Sell
25,167
-137
-0.5% -$17K 2.26% 14
2014
Q1 		$3.13M Sell
25,304
-84
-0.3% -$10.5K 2.3% 15
2013
Q4 		$2.95M Sell
25,388
-15,522
-38% -$1.91M 2.12% 18
2013
Q3 		$5.24M Sell
40,910
-51,106
-56% -$6.56M 3.68% 7
2013
Q2 		$11M Buy
+92,016
New +$12.6M 7.78% 1

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
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
RT
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Sterling Investment Management's GLD Position: Q2 2026 in Review

Sterling Investment Management reduced its SPDR Gold Trust (GLD) stake by 2.5% in Q2 2026, selling an estimated $338K and leaving 32,128 shares worth $11.8M. The position accounts for 6.49% of the portfolio, ranked #3.

Sterling Investment Management first reported a position in GLD in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.2M in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sterling Investment Management held 32,128 shares of SPDR Gold Trust worth $11.8M as of Q2 2026.
  • Sterling Investment Management sold 816 SPDR Gold Trust shares in Q2 2026, an estimated $338K.
  • SPDR Gold Trust made up 6.49% of Sterling Investment Management's portfolio in Q2 2026, its #3 holding.
  • Sterling Investment Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Sterling Investment Management's SPDR Gold Trust position peaked at $14.2M in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.