Waycross Investment Management Co GLD — SPDR GOLD TR

Ownership history in Waycross Investment Management Co  ·  4 quarters on record

AI Ownership Summary

Waycross Investment Management Co reported SPDR GOLD TR (GLD) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.37% in 2025 Q3. The latest visible filing shows GLD at 0.19% 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.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Waycross Investment Management Co's position in SPDR GOLD TR, 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 Q2

GLD was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 Waycross Investment Management Co fund profile Waycross Investment Management Co full holdings
How Waycross Investment Management Co 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 693 +82 +13.4% 0.19% $255K 2026-07-14 $372.15
2026 Q1 REDUCED 9.6% -14.3% ✅ 611 -65 -9.6% 0.25% $263K 2026-04-13 $435.36
2025 Q4 REDUCED 33.6% +8.6% ❌ 676 -342 -33.6% 0.24% $268K 2026-01-08 $411.49
2025 Q3 INITIATED — — — 1,018 — — 0.37% $362K 2025-10-23 $378.79

🏢 Other funds also holding GLD

As of 2026 Q2 — sorted by position size

Children's Medical Center Corp 100.0% Marino Management, LLC 84.92% Stenham Asset Management Ltd 3Y 84.85% Mizuho Bank, Ltd. 3Y 7Y 63.84% Starr Indemnity & Liability Co 60.48% C V STARR & CO INC 3Y 7Y 49.45% Alamea Verwaltungs GmbH 38.56% Eurizon Asset Management Hungary Ltd. 37.67% Bleichroeder LP 3Y 31.31% Gruss & Co., LLC 3Y 7Y 27.1%

FAQ About Waycross Investment Management Co and GLD

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

How long has Waycross Investment Management Co reported owning GLD?

Waycross Investment Management Co reported GLD across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported GLD position in Waycross Investment Management Co's portfolio?

The largest reported portfolio weight for GLD was 0.37% in 2025 Q3.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2026 Q2, when Waycross Investment Management Co reported 693 shares, equal to 0.19% of portfolio, with an estimated market value of $255K.

What does the chart on this GLD ownership page compare?

The chart compares Waycross Investment Management Co'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 Waycross Investment Management Co time their GLD position?

Based on 13F filing dates vs. subsequent GLD price moves, Waycross Investment Management Co correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on GLD relative to SPY over the holding period was -17.4%.

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