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Vista Finance’s SPDR Gold Trust GLD Stock Holding History

Vista Finance’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 		$37.3M Buy
101,202
+999
+1% +$414K 20.84% 1
2026
Q1 		$43.1M Buy
100,203
+7,748
+8% +$3.47M 34.24% 1
2025
Q4 		$36.6M Sell
92,455
-1,240
-1% -$474K 24.23% 1
2025
Q3 		$33.3M Buy
93,695
+11,684
+14% +$3.72M 22.12% 2
2025
Q2 		$25M Buy
82,011
+11,503
+16% +$3.48M 21.53% 1
2025
Q1 		$20.3M Buy
70,508
+7,341
+12% +$1.94M 17.62% 1
2024
Q4 		$15.3M Buy
63,167
+17,863
+39% +$4.39M 15.7% 1
2024
Q3 		$11M Sell
45,304
-857
-2% -$196K 14.92% 1
2024
Q2 		$9.93M Buy
46,161
+4,811
+12% +$1.04M 15.2% 2
2024
Q1 		$8.51M Buy
41,350
+544
+1% +$104K 21.19% 1
2023
Q4 		$7.8M Sell
40,806
-4,459
-10% -$817K 16.54% 2
2023
Q3 		$7.76M Buy
45,265
+8,078
+22% +$1.44M 11.31% 4
2023
Q2 		$6.63M Buy
37,187
+11,578
+45% +$2.13M 10.34% 4
2023
Q1 		$4.69M Buy
25,609
+8,971
+54% +$1.58M 6.64% 7
2022
Q4 		$2.82M Sell
16,638
-21,457
-56% -$3.46M 3.97% 9
2022
Q3 		$5.89M Sell
38,095
-837
-2% -$135K 7.16% 7
2022
Q2 		$6.56M Buy
38,932
+5,852
+18% +$1.02M 8.57% 4
2022
Q1 		$5.98M Buy
+33,080
New +$5.8M 8.86% 3

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

Vista Finance's GLD Position: Q2 2026 in Review

Vista Finance increased its SPDR Gold Trust (GLD) stake by 1% in Q2 2026, buying an estimated $414K and bringing the position to 101,202 shares worth $37.3M. The position accounts for 20.84% of the portfolio, ranked #1.

Vista Finance first reported a position in GLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $43.1M in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Vista Finance held 101,202 shares of SPDR Gold Trust worth $37.3M as of Q2 2026.
  • Vista Finance bought 999 SPDR Gold Trust shares in Q2 2026, an estimated $414K.
  • SPDR Gold Trust made up 20.84% of Vista Finance's portfolio in Q2 2026, its #1 holding.
  • Vista Finance first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 18 quarters since.
  • Vista Finance's SPDR Gold Trust position peaked at $43.1M in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.