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

Waycross 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
Q2 		$255K Buy
693
+82
+13% +$34K 0.19% 54
2026
Q1 		$263K Sell
611
-65
-10% -$29.1K 0.25% 42
2025
Q4 		$268K Sell
676
-342
-34% -$131K 0.24% 44
2025
Q3 		$362K Buy
+1,018
New +$324K 0.37% 38

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Waycross Investment Management's GLD Position: Q2 2026 in Review

Waycross Investment Management increased its SPDR Gold Trust (GLD) stake by 13% in Q2 2026, buying an estimated $34K and bringing the position to 693 shares worth $255K. The position accounts for 0.19% of the portfolio, ranked #54.

Waycross Investment Management first reported a position in GLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $362K in Q3 2025. 918 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Waycross Investment Management held 693 shares of SPDR Gold Trust worth $255K as of Q2 2026.
  • Waycross Investment Management bought 82 SPDR Gold Trust shares in Q2 2026, an estimated $34K.
  • SPDR Gold Trust made up 0.19% of Waycross Investment Management's portfolio in Q2 2026, its #54 holding.
  • Waycross Investment Management first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Waycross Investment Management's SPDR Gold Trust position peaked at $362K in Q3 2025.
  • 918 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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