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Vista Investment Partners II’s SPDR Gold Trust GLD Stock Holding History

Vista Investment Partners II’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 		$2.13M Buy
5,788
+612
+12% +$254K 0.84% 47
2026
Q1 		$2.23M Buy
5,176
+128
+3% +$57.3K 1% 41
2025
Q4 		$2M Sell
5,048
-624
-11% -$238K 0.86% 49
2025
Q3 		$2.02M Buy
5,672
+272
+5% +$86.7K 0.94% 44
2025
Q2 		$1.65M Buy
5,400
+1,497
+38% +$453K 0.79% 46
2025
Q1 		$1.12M Buy
3,903
+2,791
+251% +$738K 0.62% 48
2024
Q4 		$269K Buy
+1,112
New +$273K 0.16% 101

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
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
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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Vista Investment Partners II's GLD Position: Q2 2026 in Review

Vista Investment Partners II increased its SPDR Gold Trust (GLD) stake by 12% in Q2 2026, buying an estimated $254K and bringing the position to 5,788 shares worth $2.13M. The position accounts for 0.84% of the portfolio, ranked #47.

Vista Investment Partners II first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q1 2026. 1,201 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Vista Investment Partners II held 5,788 shares of SPDR Gold Trust worth $2.13M as of Q2 2026.
  • Vista Investment Partners II bought 612 SPDR Gold Trust shares in Q2 2026, an estimated $254K.
  • SPDR Gold Trust made up 0.84% of Vista Investment Partners II's portfolio in Q2 2026, its #47 holding.
  • Vista Investment Partners II first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Vista Investment Partners II's SPDR Gold Trust position peaked at $2.23M in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.