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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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. 3,033 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.
3,033 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.