1y return+16.1%S&P 500 +20.9%
3y return+62.3%S&P 500 +68.5%
5y return+29.4%S&P 500 +74.5%
10y return+84.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $184 against $357 in the S&P 500.2
Guild Investment Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CLIPGlobal X Fds | $14.1M | 9.6% | +6.4% |
| PHYSSprott Asset Management LP | $11.1M | 7.6% | +1.4% |
| BILSpdr Series Trust | $10.3M | 7.0% | −1.0% |
| VTIPVanguard Malvern Fds | $8.3M | 5.7% | −50.2% |
| NVDANvidia Corporation | $8.3M | 5.6% | −11.6% |
| RSPGInvesco Exchange Traded Fd T | $5.8M | 3.9% | |
| DELLDell Technologies Inc | $5.3M | 3.6% | −66.0% |
| GLINVaneck Etf Trust | $5.2M | 3.5% | +2.0% |
| GOOGAlphabet Inc | $4.9M | 3.4% | |
| OUNZVaneck Merk Gold Etf | $4.9M | 3.4% | +3.6% |
| SPTSSpdr Series Trust | $4.8M | 3.3% | +9.9% |
| PDBAInvesco Actvely Mngd Etc Fd | $4.8M | 3.3% | +2.4% |
| GDXVaneck Etf Trust | $4.6M | 3.1% | +11.2% |
| FJPFirst Tr Exch Trd Alphdx Fd | $4.3M | 3.0% | New |
| FSLRFirst Solar Inc | $4.0M | 2.8% | New |
| QCOMQualcomm Inc | $3.8M | 2.6% | +9.0% |
| AAPLApple Inc | $3.8M | 2.6% | −9.3% |
| NXSTNexstar Media Group Inc | $3.5M | 2.4% | +1631.9% |
| Accenture PLC IrelandCUSIP G1151C101 | $3.3M | 2.3% | +16.3% |
| MSFTMicrosoft Corp | $3.3M | 2.2% | −1.5% |
| GBTCGrayscale Bitcoin Trust Etf | $3.1M | 2.1% | |
| GOOGLAlphabet Inc | $2.7M | 1.8% | |
| NEENextera Energy Inc | $2.2M | 1.5% | +7.8% |
| MLPAGlobal X Fds | $2.2M | 1.5% | |
| FBTCFidelity Wise Origin Bitcoin | $1.5M | 1.0% | −2.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | March 31, 2021 | +714.7% | $1.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $2.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $4.9M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $8.3M |
| DELLDell Technologies Inc | September 30, 2024 | +264.0% | $5.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $3.8M |
| SILJAmplify Etf Tr | March 31, 2024 | +161.0% | $674K |
| OUNZVaneck Merk Gold Etf | September 30, 2023 | +115.7% | $4.9M |
| PHYSSprott Asset Management LP | June 30, 2020 | +110.8% | $11.1M |
| GDXVaneck Etf Trust | June 30, 2020 | +105.7% | $4.6M |
Sold off last quarter
- MRVLMarvell Technology Inc was $1.0M
- Honeywell Intl IncCUSIP 438516106 was $320K
- PSLVSprott Asset Management LP was $237K
- CVXChevron Corporation was $228K
- Exxon Mobil CorpCUSIP 30231G102 was $226K
- WPMWheaton Precious Metals Corp was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.5% | +14.8% |
| March 31, 2026 | +2.0% | −4.6% |
| December 31, 2025 | −0.9% | +2.4% |
| September 30, 2025 | +8.9% | +7.8% |
| June 30, 2025 | +10.9% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | +0.7% | +2.1% |
| September 30, 2024 | +1.6% | +5.4% |
| June 30, 2024 | +6.0% | +4.0% |
| March 31, 2024 | +12.2% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −2.4% | −3.6% |
| June 30, 2023 | +1.6% | +8.3% |
| March 31, 2023 | +7.1% | +7.0% |
| December 31, 2022 | +2.9% | +7.1% |
| September 30, 2022 | −7.6% | −5.3% |
| June 30, 2022 | −20.1% | −16.5% |
| March 31, 2022 | −0.7% | −4.9% |
| December 31, 2021 | +1.0% | +10.7% |
| September 30, 2021 | −3.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Guild Investment Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1317802&type=13F-HR&dateb=&owner=include&count=40CIK 1317802
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1317802/000131780226000003/Filed July 28, 2026 · accession 0001317802-26-000003