GLD SPDR GOLD TRUST COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  65 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported SPDR GOLD TRUST COM (GLD) in 65 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows GLD at 0.30% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in SPDR GOLD TRUST COM, 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 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% 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.

How LVM CAPITAL MANAGEMENT LTD/MI held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,475 -100 -1.3% 0.30% $3.2M 2026-05-15 (Est.) $431.81
2025 Q4 ADDED 7,575 +50 +0.7% 0.28% $3.0M 2026-01-12 $422.23
2025 Q3 ADDED 7,525 +200 +2.7% 0.26% $2.7M 2025-10-09 $365.43
2025 Q2 ADDED 7,325 +1,000 +15.8% 0.23% $2.2M 2025-07-02 $309.25
2025 Q1 UNCHANGED 6,325 0% 0.20% $1.8M 2025-04-08 $275.20
2024 Q4 ADDED 6,325 +200 +3.3% 0.16% $1.5M 2025-01-10 $248.21
2024 Q3 UNCHANGED 6,125 0% 0.15% $1.3M 2024-10-03 $245.49
2024 Q2 ADDED 6,125 +250 +4.3% 0.15% $1.3M 2024-07-16 $228.29
2024 Q1 UNCHANGED 5,875 0% 0.14% $1.2M 2024-04-15 $220.95
2023 Q4 ADDED 5,875 +400 +7.3% 0.14% $1.1M 2024-01-12 $189.71
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and GLD

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning GLD?

LVM CAPITAL MANAGEMENT LTD/MI reported GLD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GLD position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for GLD was 0.30% in 2026 Q1.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 7,475 shares, equal to 0.30% of portfolio, with an estimated market value of $3.2M.

What does the chart on this GLD ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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.

← Back to LVM CAPITAL MANAGEMENT LTD/MI Holdings