WIM
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Westside Investment Management’s SPDR Gold Trust GLD Stock Holding History

Westside 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 		$6.66M Buy
18,066
+663
+4% +$275K 0.87% 29
2026
Q1 		$7.49M Sell
17,403
-3,320
-16% -$1.49M 1.15% 18
2025
Q4 		$8.21M Sell
20,723
-160
-0.8% -$61.1K 1.31% 17
2025
Q3 		$7.42M Buy
20,883
+103
+0.5% +$32.8K 1.19% 20
2025
Q2 		$6.34M Sell
20,780
-746
-3% -$226K 1.17% 19
2025
Q1 		$6.2M Sell
21,526
-345
-2% -$91.2K 1.32% 15
2024
Q4 		$5.3M Sell
21,871
-410
-2% -$101K 1.12% 22
2024
Q3 		$5.41M Sell
22,281
-25
-0.1% -$5.72K 1.15% 20
2024
Q2 		$4.8M Sell
22,306
-138
-0.6% -$29.8K 1.1% 20
2024
Q1 		$4.62M Sell
22,444
-565
-2% -$108K 1.11% 21
2023
Q4 		$4.4M Buy
23,009
+120
+0.5% +$22K 1.12% 21
2023
Q3 		$3.92M Buy
22,889
+345
+2% +$61.7K 1.13% 23
2023
Q2 		$4.02M Sell
22,544
-5,346
-19% -$982K 1.13% 21
2023
Q1 		$5.11M Sell
27,890
-110
-0.4% -$19.4K 1.5% 14
2022
Q4 		$56K Buy
28,000
+760
+3% +$122K 0.14% 121
2022
Q3 		$50.6K Sell
27,240
-361
-1% -$58.1K 0.12% 127
2022
Q2 		$67.4K Sell
27,601
-728
-3% -$127K 0.15% 115
2022
Q1 		$67.9K Sell
28,329
-213
-0.7% -$37.4K 0.15% 115
2021
Q4 		$47.6K Buy
28,542
+113
+0.4% +$19K 0.11% 127
2021
Q3 		$45.7K Buy
28,429
+2,134
+8% +$357K 0.11% 127
2021
Q2 		$45.7K Buy
26,295
+854
+3% +$145K 0.11% 125
2021
Q1 		$44K Buy
25,441
+538
+2% +$90.4K 0.12% 117
2020
Q4 		$22.3K Buy
24,903
+3,255
+15% +$573K 0.06% 126
2020
Q3 		$21.5K Sell
21,648
-207
-0.9% -$37.2K 0.01% 125
2020
Q2 		$20.4K Sell
21,855
-742
-3% -$120K 0.01% 108
2020
Q1 		$66.2K Buy
+22,597
New +$3.36M 0.05% 70
2019
Q2 		$15K Buy
+21,360
New +$2.64M 0.03% 65
2018
Q4 		$2.52M Sell
20,796
-68
-0.3% -$7.9K 0.92% 11
2018
Q3 		$2.25M Sell
20,864
-6,935
-25% -$796K 0.72% 16
2018
Q2 		$3.27M Buy
27,799
+1,082
+4% +$134K 1.15% 10
2018
Q1 		$3.4M Buy
26,717
+221
+0.8% +$27.9K 1.87% 9
2017
Q4 		$3.32M Buy
26,496
+900
+4% +$109K 1.8% 10
2017
Q3 		$3.12M Buy
25,596
+1,159
+5% +$141K 1.89% 8
2017
Q2 		$2.82M Buy
24,437
+3,594
+17% +$430K 1.84% 7
2017
Q1 		$2.49M Buy
20,843
+16,467
+376% +$1.91M 1.19% 9
2016
Q4 		$497K Buy
+4,376
New +$508K 0.34% 46

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
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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

Westside Investment Management increased its SPDR Gold Trust (GLD) stake by 3.8% in Q2 2026, buying an estimated $275K and bringing the position to 18,066 shares worth $6.66M. The position accounts for 0.87% of the portfolio, ranked #29.

Westside Investment Management first reported a position in GLD in Q4 2016 and has held it in 36 quarters since. The position peaked at $8.21M in Q4 2025. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Westside Investment Management held 18,066 shares of SPDR Gold Trust worth $6.66M as of Q2 2026.
  • Westside Investment Management bought 663 SPDR Gold Trust shares in Q2 2026, an estimated $275K.
  • SPDR Gold Trust made up 0.87% of Westside Investment Management's portfolio in Q2 2026, its #29 holding.
  • Westside Investment Management first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 36 quarters since.
  • Westside Investment Management's SPDR Gold Trust position peaked at $8.21M in Q4 2025.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.