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

Vista 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 Q1	–	Sell	-574	Closed	-$227K	–	178
2025 Q4	$227K	Sell	574 -234	-29%	-$89.4K	0.08%	164
2025 Q3	$287K	Hold	808	–	–	0.1%	149
2025 Q2	$246K	Hold	808	–	–	0.09%	156
2025 Q1	$233K	Buy	+808	New	+$214K	0.09%	160
2023 Q2	–	Sell	-1,240	Closed	-$227K	–	163
2023 Q1	$227K	Hold	1,240	–	–	0.12%	155
2022 Q4	$210K	Buy	+1,240	New	+$200K	0.12%	154
2022 Q3	–	Sell	-1,216	Closed	-$205K	–	160
2022 Q2	$205K	Buy	1,216 +57	+5%	+$9.95K	0.12%	156
2022 Q1	$209K	Buy	+1,159	New	+$203K	0.11%	157

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vista Investment Management's GLD Position: Q1 2026 in Review

Vista Investment Management sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 574 shares — an estimated $227K sold.

Vista Investment Management first reported a position in GLD in Q1 2022 and held it in 8 quarters. The position peaked at $287K in Q3 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Vista Investment Management reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
Vista Investment Management sold 574 SPDR Gold Trust shares in Q1 2026, an estimated $227K.
Vista Investment Management first reported a position in SPDR Gold Trust in Q1 2022 and held it in 8 quarters.
Vista Investment Management's SPDR Gold Trust position peaked at $287K in Q3 2025.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.