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

Strategic Investment Solutions’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 		$11M Buy
29,850
+1,424
+5% +$590K 2.51% 8
2026
Q1 		$12.4M Buy
28,426
+756
+3% +$339K 2.99% 8
2025
Q4 		$11M Buy
27,670
+2,769
+11% +$1.06M 2.64% 8
2025
Q3 		$8.86M Buy
24,901
+12,366
+99% +$3.94M 2.34% 8
2025
Q2 		$3.82M Buy
12,535
+1,314
+12% +$398K 1.16% 19
2025
Q1 		$3.26M Buy
11,221
+2,270
+25% +$600K 0.95% 26
2024
Q4 		$2.1M Buy
8,951
+197
+2% +$48.4K 0.7% 29
2024
Q3 		$2.13M Buy
8,754
+234
+3% +$53.6K 0.64% 32
2024
Q2 		$1.68M Buy
+8,520
New +$1.84M 0.54% 37
2023
Q4 		$1.53M Sell
8,023
-379,112
-98% -$69.5M 0.27% 54
2023
Q3 		$69.2M Buy
387,135
+381,271
+6,502% +$68.2M 0.85% 25
2023
Q2 		$1.07M Sell
5,864
-819
-12% -$150K 0.22% 44
2023
Q1 		$1.22M Buy
6,683
+1,368
+26% +$241K 0.24% 66
2022
Q4 		$946K Buy
+5,315
New +$856K 0.47% 42

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

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

Strategic Investment Solutions increased its SPDR Gold Trust (GLD) stake by 5% in Q2 2026, buying an estimated $590K and bringing the position to 29,850 shares worth $11M. The position accounts for 2.51% of the portfolio, ranked #8.

Strategic Investment Solutions first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $69.2M in Q3 2023. 1,069 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Strategic Investment Solutions held 29,850 shares of SPDR Gold Trust worth $11M as of Q2 2026.
  • Strategic Investment Solutions bought 1,424 SPDR Gold Trust shares in Q2 2026, an estimated $590K.
  • SPDR Gold Trust made up 2.51% of Strategic Investment Solutions's portfolio in Q2 2026, its #8 holding.
  • Strategic Investment Solutions first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's SPDR Gold Trust position peaked at $69.2M in Q3 2023.
  • 1,069 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.