Historical position

Nelson Peltz’s Spdr Gold Tr (GLD) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Trian Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2011Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares13.60KHighest verified quarter-end share count
Quarters reported1Verified quarters with shares above zero
What happened?

Trian Fund Management first reported Spdr Gold Tr in Q2 2011. Verified positive position history runs through Q2 2011. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2011
Sold the entire position−13.60K shares · No shares reported at quarter-end
Q2 2011
New position+13.60K shares · 13.60K shares reported
Filing context

Quarter-end price $146.03 · Estimated holding basis $146.03

Portfolio importance

How important was Spdr Gold Tr in Trian Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.1%Q2 2011
Last reported rank#17of 19 reported positions
Peak portfolio weight0.1%Q2 2011
Best historical rank#17Q2 2011
At peak importanceQ2 2011
GLD
0.1%
Largest holding
22.4%
Cross-investor discovery

Who else owns Spdr Gold Tr?

Also reported by 2 other tracked investors in their latest verified filings.

Explore Spdr Gold Tr across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

This tracker follows Trian Fund Management, L.P.’s Form 13F disclosures—not Nelson Peltz’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.