13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
2

GLD

SPDR GOLD TR · Financials

Consensus score 2/100 · #181 this quarter · tier-weighted across tracked managers

→NeutralPrice action since filingas of 2026-07-30
vs 50-day avg
-3.3%
21-day momentum
+3.1%
recent volume
0.98×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S1· BasingStage Analysis · Weinstein
vs 30-wk avg
-10.8%
30-wk MA slope
-0.4%
rel. strength
-9.2
52-wk range
37%

Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
0.5%
of their portfolios
Combined value
$57M
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Giverny Capital
Quality compounder
0.8%
HOLD
Greenlight / DME Capital
Long/short value
0.8%
TRIM
Horizon Kinetics
Franchise/inflation
0.0%
TRIM

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.