CABOT WEALTH MANAGEMENT INC GLD — SPDR Gold Trust GOLD SHS

Ownership history in CABOT WEALTH MANAGEMENT INC  ·  72 quarters on record

AI Ownership Summary

CABOT WEALTH MANAGEMENT INC reported SPDR Gold Trust GOLD SHS (GLD) in 72 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.79% in 2026 Q1. The latest visible filing shows GLD at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CABOT WEALTH MANAGEMENT INC's position in SPDR Gold Trust GOLD SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GLD was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLD stock page CABOT WEALTH MANAGEMENT INC fund profile CABOT WEALTH MANAGEMENT INC full holdings
How CABOT WEALTH MANAGEMENT INC held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 16,050 -318 -1.9% 0.79% $6.9M 2026-04-27 $429.89
2025 Q4 REDUCED — — — 16,368 -790 -4.6% 0.72% $6.5M 2026-02-03 $454.29
2025 Q3 REDUCED — — — 17,158 -264 -1.5% 0.68% $6.1M 2025-10-31 $368.12
2025 Q2 REDUCED — — — 17,422 -473 -2.6% 0.63% $5.3M 2025-07-31 $302.96
2025 Q1 ADDED — — — 17,895 +98 +0.6% 0.66% $5.2M 2025-04-22 $311.11
2024 Q4 REDUCED — — — 17,797 -202 -1.1% 0.55% $4.3M 2025-02-04 $262.50
2024 Q3 REDUCED 17.0% -1.0% ✅ 17,999 -3,690 -17.0% 0.55% $4.4M 2024-10-15 $245.92
2024 Q2 REDUCED — — — 21,689 -535 -2.4% 0.61% $4.7M 2024-07-12 $223.11
2024 Q1 REDUCED — — — 22,224 -778 -3.4% 0.60% $4.6M 2024-05-03 $212.96
2023 Q4 REDUCED — — — 23,002 -419 -1.8% 0.61% $4.4M 2024-02-12 $187.11
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GLD

As of 2026 Q1 — sorted by position size

Children's Medical Center Corp 100.0% Marino Management, LLC 87.01% CAXTON CORP 3Y 7Y 81.5% Stenham Asset Management Ltd 3Y 67.93% Starr Indemnity & Liability Co 66.41% C V STARR & CO INC 3Y 7Y 56.41% LMR Partners LLP 3Y 7Y 49.25% Gruss & Co., LLC 3Y 7Y 42.72% Alamea Verwaltungs GmbH 41.79% Eurizon Asset Management Hungary Ltd. 40.21%

FAQ About CABOT WEALTH MANAGEMENT INC and GLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CABOT WEALTH MANAGEMENT INC reported owning GLD?

CABOT WEALTH MANAGEMENT INC reported GLD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GLD position in CABOT WEALTH MANAGEMENT INC's portfolio?

The largest reported portfolio weight for GLD was 0.79% in 2026 Q1.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2026 Q1, when CABOT WEALTH MANAGEMENT INC reported 16,050 shares, equal to 0.79% of portfolio, with an estimated market value of $6.9M.

What does the chart on this GLD ownership page compare?

The chart compares CABOT WEALTH MANAGEMENT INC's quarterly GLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CABOT WEALTH MANAGEMENT INC time their GLD position?

Based on 13F filing dates vs. subsequent GLD price moves, CABOT WEALTH MANAGEMENT INC correctly timed 32 out of 71 reported position changes (45%). The annualised alpha on GLD relative to SPY over the holding period was -1.0%.

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