MARATHON CAPITAL MANAGEMENT GLD — Streetracks Gold TRUST

Ownership history in MARATHON CAPITAL MANAGEMENT  ·  16 quarters on record

AI Ownership Summary

MARATHON CAPITAL MANAGEMENT reported Streetracks Gold TRUST (GLD) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.94% in 2025 Q4. The latest visible filing shows GLD at 0.94% 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 MARATHON CAPITAL MANAGEMENT's position in Streetracks Gold TRUST, 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
2025 Q4

GLD was reported at 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2025 Q4

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 2025 Q4

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 MARATHON CAPITAL MANAGEMENT fund profile MARATHON CAPITAL MANAGEMENT full holdings
How MARATHON CAPITAL MANAGEMENT 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 10,988 -360 -3.2% 0.94% $4.4M 2026-02-14 (Est.) $462.62
2025 Q3 REDUCED — — — 11,348 -30 -0.3% 0.92% $4.0M 2025-11-14 $375.96
2025 Q2 REDUCED — — — 11,378 -105 -0.9% 0.88% $3.5M 2025-08-14 $307.25
2025 Q1 REDUCED — — — 11,483 -45 -0.4% 0.88% $3.3M 2025-05-15 $297.84
2024 Q4 REDUCED — — — 11,528 -100 -0.9% 0.70% $2.8M 2025-02-14 $266.29
2024 Q3 ADDED — — — 11,628 +78 +0.7% 0.69% $2.8M 2024-11-14 $237.01
2024 Q2 REDUCED 26.5% +13.1% ❌ 11,550 -4,173 -26.5% 0.63% $2.5M 2024-08-14 $226.20
2024 Q1 REDUCED — — — 15,723 -420 -2.6% 0.77% $3.2M 2024-05-15 $220.89
2023 Q4 REDUCED — — — 16,143 -35 -0.2% 0.78% $3.1M 2024-02-08 $188.33
7 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

Starr Indemnity & Liability Co 66.41% C V STARR & CO INC 3Y 7Y 56.41% Gruss & Co., LLC 3Y 7Y 42.72% Alamea Verwaltungs GmbH 41.79% Eurizon Asset Management Hungary Ltd. 40.21% VISTA FINANCE, LLC 3Y 34.24% Parametrica Management Ltd 3Y 7Y 26.9% PPSC Investment Service Corp 3Y 26.54% Briaud Financial Planning Inc 3Y 22.37% Walser Wealth Management Company, A Ltd Liability Co 20.13%

FAQ About MARATHON CAPITAL MANAGEMENT and GLD

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

How long has MARATHON CAPITAL MANAGEMENT reported owning GLD?

MARATHON CAPITAL MANAGEMENT reported GLD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GLD position in MARATHON CAPITAL MANAGEMENT's portfolio?

The largest reported portfolio weight for GLD was 0.94% in 2025 Q4.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2025 Q4, when MARATHON CAPITAL MANAGEMENT reported 10,988 shares, equal to 0.94% of portfolio, with an estimated market value of $4.4M.

What does the chart on this GLD ownership page compare?

The chart compares MARATHON CAPITAL MANAGEMENT'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 MARATHON CAPITAL MANAGEMENT time their GLD position?

Based on 13F filing dates vs. subsequent GLD price moves, MARATHON CAPITAL MANAGEMENT correctly timed 4 out of 13 reported position changes (31%). The annualised alpha on GLD relative to SPY over the holding period was +12.0%.

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