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 · #163 this quarter · tier-weighted across tracked managers

DivergingPrice action since filingas of 2026-07-09
vs 50-day avg
-6.2%
21-day momentum
-4.6%
recent volume
0.99×

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

S3· ToppingStage Analysis · Weinstein
vs 30-wk avg
-10.8%
30-wk MA slope
+0.2%
rel. strength
-9.2
52-wk range
37%

Topping — momentum stalling at the highs; distribution risk. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
4
tracked managers
New this Q
1
opened a position
Avg weight
0.8%
of their portfolios
Combined value
$87M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Third Point
Activist
2.0%
NEW
Greenlight / DME Capital
Long/short value
1.3%
TRIM
Giverny Capital
Quality compounder
0.1%
HOLD
Horizon Kinetics
Franchise/inflation
0.0%
ADD

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.