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Sunbeam Capital Management’s SPDR Gold Trust GLD Stock Holding History

Sunbeam Capital 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 		$722K Buy
1,960
+871
+80% +$361K 0.33% 59
2026
Q1 		$469K Sell
1,089
-241
-18% -$108K 0.27% 67
2025
Q4 		$527K Sell
1,330
-41
-3% -$15.7K 0.31% 59
2025
Q3 		$487K Buy
1,371
+82
+6% +$26.1K 0.3% 58
2025
Q2 		$393K Hold
1,289
– – 0.3% 57
2025
Q1 		$371K Buy
1,289
+15
+1% +$3.97K 0.35% 51
2024
Q4 		$308K Buy
+1,274
New +$313K 0.29% 59

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

Sunbeam Capital Management's GLD Position: Q2 2026 in Review

Sunbeam Capital Management increased its SPDR Gold Trust (GLD) stake by 80% in Q2 2026, buying an estimated $361K and bringing the position to 1,960 shares worth $722K. The position accounts for 0.33% of the portfolio, ranked #59.

Sunbeam Capital Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. 1,527 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Sunbeam Capital Management held 1,960 shares of SPDR Gold Trust worth $722K as of Q2 2026.
  • Sunbeam Capital Management bought 871 SPDR Gold Trust shares in Q2 2026, an estimated $361K.
  • SPDR Gold Trust made up 0.33% of Sunbeam Capital Management's portfolio in Q2 2026, its #59 holding.
  • Sunbeam Capital Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,527 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.