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

Strategic 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	$15.3M	Buy	41,400 +7,600	+22%	+$3.15M	5.25%	8
2026 Q1	$14.5M	Sell	33,800 -5,410	-14%	-$2.42M	6.07%	6
2025 Q4	$15.5M	Hold	39,210	–	–	7.88%	7
2025 Q3	$13.9M	Sell	39,210 -2,810	-7%	-$895K	7.54%	7
2025 Q2	$12.8M	Hold	42,020	–	–	6.86%	6
2025 Q1	$12.1M	Sell	42,020 -4,200	-9%	-$1.11M	4.86%	8
2024 Q4	$11.2M	Buy	46,220 +16,430	+55%	+$4.04M	3.86%	9
2024 Q3	$7.24M	Hold	29,790	–	–	7.59%	5
2024 Q2	$6.61M	Sell	29,790 -2,560	-8%	-$554K	7.07%	5
2024 Q1	$7.01M	Hold	32,350	–	–	5.38%	7
2023 Q4	$6.08M	Sell	32,350 -40,840	-56%	-$7.48M	4.33%	6
2023 Q3	$13.6M	Buy	73,190 +2,740	+4%	+$490K	16.68%	3
2023 Q2	$12.9M	Hold	70,450	–	–	14.07%	3
2023 Q1	$13.1M	Sell	70,450 -3,100	-4%	-$545K	14.96%	3
2022 Q4	$12.8M	Sell	73,550 -2,450	-3%	-$395K	8.76%	5
2022 Q3	$12.2M	Buy	76,000 +4,910	+7%	+$790K	9.06%	5
2022 Q2	$12M	Sell	71,090 -4,090	-5%	-$714K	9.95%	5
2022 Q1	$13.6M	Sell	75,180 -5,970	-7%	-$1.05M	9.71%	5
2021 Q4	$13.9M	Sell	81,150 -2,610	-3%	-$438K	8.26%	6
2021 Q3	$13.8M	Buy	83,760 +1,840	+2%	+$308K	6.36%	6
2021 Q2	$13.6M	Buy	81,920 +1,030	+1%	+$175K	5.87%	6
2021 Q1	$12.9M	Buy	80,890 +40,770	+102%	+$6.85M	5.31%	6
2020 Q4	$7.16M	Hold	40,120	–	–	3.05%	7
2020 Q3	$7.11M	Hold	40,120	–	–	2.36%	9
2020 Q2	$6.71M	Hold	40,120	–	–	2.34%	10
2020 Q1	$5.94M	Sell	40,120 -8,720	-18%	-$1.3M	1.39%	11
2019 Q4	$6.98M	Sell	48,840 -15,570	-24%	-$2.18M	1.3%	16
2019 Q3	$8.94M	Hold	64,410	–	–	0.51%	9
2019 Q2	$8.58M	Hold	64,410	–	–	1.25%	11
2019 Q1	$7.85M	Hold	64,410	–	–	0.54%	10
2018 Q4	$7.81M	Hold	64,410	–	–	0.35%	12
2018 Q3	$7.26M	Buy	+64,410	New	+$7.39M	0.41%	10

Other funds holding GLD

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Strategic Investment Management increased its SPDR Gold Trust (GLD) stake by 22% in Q2 2026, buying an estimated $3.15M and bringing the position to 41,400 shares worth $15.3M. The position accounts for 5.25% of the portfolio, ranked #8.

Strategic Investment Management first reported a position in GLD in Q3 2018 and has held it in 32 quarters since. The position peaked at $15.5M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Strategic Investment Management held 41,400 shares of SPDR Gold Trust worth $15.3M as of Q2 2026.
Strategic Investment Management bought 7,600 SPDR Gold Trust shares in Q2 2026, an estimated $3.15M.
SPDR Gold Trust made up 5.25% of Strategic Investment Management's portfolio in Q2 2026, its #8 holding.
Strategic Investment Management first reported a position in SPDR Gold Trust in Q3 2018 and has held it in 32 quarters since.
Strategic Investment Management's SPDR Gold Trust position peaked at $15.5M in Q4 2025.
1,056 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Strategic Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.