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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 3,033 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.
  • 3,033 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.