GI

Guild Investment Management, Inc.

Diversified strategySector-focusedMomentum follower

Total reported value

$140.0M

Reporting period: 2026-03-31 · Number of holdings: 47

Guild Investment Management, Inc. disclosed 47 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $140.0M and a quarterly turnover rate of 35.3%.

Personality snowflake

Concentration
22.28
Portfolio Stability
35.25
Momentum/Contrarian
100
Sector conviction
100
Diversification
94
Sizing Uniformity
87.14

Recent moves

  • Add VTIP

    +101.7%　$8.4M

  • Add CLIP

    +17.1%　$1.9M

  • Trim GBTC

    +0.5%　-$1.0M

  • Trim NVDA

    -3.3%　-$857.1K

  • Add RSPG

    -8.4%　$1.3M

  • Trim AM

    -52.1%　-$816.9K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIPVanguard Short-term TipsETF-Other11.85%+5.81%+101.69%
2CLIPGlobal X 1-3 Month T-billETF-Other9.44%+1.07%+17.09%
3PHYSSprott Physical Gold TrustStock-Other9.19%+0.28%-0.27%
4BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds7.42%—-0.44%
5NVDANvidia CORPStock-Tech5.81%-0.86%-3.26%
6RSPGInvesco S&p 500 Equal WeightETF-Large Cap & Growth4.57%+0.81%-8.42%
7DELLDell Technologies -cStock-Tech4.25%+0.24%-15.49%
8OUNZVaneck Merk Gold ETFETF-Commodities3.96%-0.49%-15.04%
9GDXVaneck Gold Miners ETFETF-Commodities3.59%-0.19%-7.93%
10PDBAInvesco Agriculture Cmdtyk-1ETF-Other3.44%+3.44%NEW
11ACNAccenture plcStock-Tech3.26%+3.26%NEW
12GLINVaneck India Growth LeadersETF-Other3.18%-0.46%+2.97%
13SPTSSs Spdr P St Term Tsy ETFETF-Other3.17%-0.20%-1.94%
14GOOGAlphabet Inc-cl CStock-Comm Services2.86%-0.42%-0.85%
15AAPLApple INCStock-Tech2.59%-0.30%-0.13%
16GBTCGrayscale Bitcoin Trust ETFETF-Crypto2.55%-0.86%+0.47%
17MSFTMicrosoft CORPStock-Tech2.34%+0.18%+47.17%
18QCOMQualcomm INCStock-Tech1.72%-0.57%+3.46%
19MLPAGlobal X Mlp ETFETF-Other1.58%-0.22%-18.32%
20NEENextera Energy INCStock-Utilities1.54%+0.15%-0.86%
21GOOGLAlphabet Inc-cl AStock-Comm Services1.53%-0.43%-11.81%
22FBTCFidelity Wise Origin BitcoinETF-Crypto1.28%-0.32%+7.44%
23PFXFVaneck Pref Sec X-financialsETF-Other1.12%+0.54%+100.00%
24AVGOBroadcom INCStock-Tech1.07%-0.37%-13.50%
25AMAntero Midstream CORPStock-Energy0.93%-0.64%-52.15%
26MRVLMarvell Technology INCStock-Tech0.73%-0.11%-22.19%
27BRK-BBerkshire Hathaway Inc-cl BStock-Other0.52%—+0.46%
28SILJAmplify Junior Silver MinersETF-Commodities0.52%+0.03%+2.73%
29SLVIshares Silver TrustETF-Commodities0.40%+0.40%NEW
30FCALFirst Trust California MunicETF-Other0.38%——
31BTCGrayscale Bitcoin Mini ETFETF-Crypto0.37%+0.37%NEW
32SGOVIshares 0-3 Month Treasury BETF-Gov Bonds0.28%——
33TPLTexas Pacific Land CORPStock-Energy0.26%+0.26%NEW
34SILGlobal X Silver Miners ETFETF-Commodities0.26%-0.05%-20.00%
35HONHoneywell International INCStock-Industrials0.23%——
36CATCaterpillar INCStock-Industrials0.20%+0.03%—
37TAXXBblx Irm Tax-aware S Dur ETFETF-Other0.20%——
38TILLTeucrium AG No K-1 StrategyETF-Other0.20%+0.20%NEW
39ASMLASML Holding N.V.Stock-Tech0.19%——
40PSLVSprott Physical Silver TrustStock-Other0.17%+0.17%NEW
41CVXChevron CORPStock-Energy0.16%+0.16%NEW
42XOMExxon Mobil CORPStock-Energy0.16%+0.16%NEW
43MDYState Street Spdr S&p MidcapETF-Other0.15%——
44WPMWheaton Precious Metals CORPStock-Materials0.15%+0.15%NEW
45NXSTNexstar Media Group INCStock-Comm Services0.15%——
46TRXTrx Gold CORPStock-Other0.08%+0.03%+14.95%
47BRCCBrc Inc-aStock-Other0.01%——

Holding changes this quarter

Guild Investment Management, Inc.'s most significant position changes for 2026-03-31: New buy: Invesco Agriculture Cmdtyk-1 (PDBA); Sold out: Schwab US Dvd Equity ETF (SCHD); New buy: Accenture plc (ACN); Sold out: Gldm SA S&p 500 Pr In Etf-us (GPIX); Sold out: Progressive CORP (PGR).

Position changes disclosed by Guild Investment Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VTIPVanguard Short-term Tips+5.8%+101.69%Add
2CLIPGlobal X 1-3 Month T-bill+1.1%+17.09%Add
3RSPGInvesco S&p 500 Equal Weight+0.8%-8.42%Trim
4PFXFVaneck Pref Sec X-financials+0.5%+100.00%Add
5PHYSSprott Physical Gold Trust+0.3%-0.27%Trim
6DELLDell Technologies -c+0.2%-15.49%Trim
7MSFTMicrosoft CORP+0.2%+47.17%Add
8NEENextera Energy INC+0.2%-0.86%Trim
9SILJAmplify Junior Silver Miners0%+2.73%Add
10CATCaterpillar INC0%—Unchanged
11TRXTrx Gold CORP0%+14.95%Add
12SILGlobal X Silver Miners ETF-0.1%-20.00%Trim
13MRVLMarvell Technology INC-0.1%-22.19%Trim
14GDXVaneck Gold Miners ETF-0.2%-7.93%Trim
15SPTSSs Spdr P St Term Tsy ETF-0.2%-1.94%Trim
16MLPAGlobal X Mlp ETF-0.2%-18.32%Trim
17AAPLApple INC-0.3%-0.13%Trim
18FBTCFidelity Wise Origin Bitcoin-0.3%+7.44%Add
19AVGOBroadcom INC-0.4%-13.50%Trim
20GOOGAlphabet Inc-cl C-0.4%-0.85%Trim
21GOOGLAlphabet Inc-cl A-0.4%-11.81%Trim
22GLINVaneck India Growth Leaders-0.5%+2.97%Add
23OUNZVaneck Merk Gold ETF-0.5%-15.04%Trim
24QCOMQualcomm INC-0.6%+3.46%Add
25AMAntero Midstream CORP-0.6%-52.15%Trim
26GBTCGrayscale Bitcoin Trust ETF-0.9%+0.47%Add
27NVDANvidia CORP-0.9%-3.26%Trim
28PDBAInvesco Agriculture Cmdtyk-1—NEWNew buy
29SCHDSchwab US Dvd Equity ETF—EXITSold out
30ACNAccenture plc—NEWNew buy
31GPIXGldm SA S&p 500 Pr In Etf-us—EXITSold out
32PGRProgressive CORP—EXITSold out
33GNRCGenerac Holdings INC—EXITSold out
34USARUSA Rare Earth INC—EXITSold out
35SLVIshares Silver Trust—NEWNew buy
36BTCGrayscale Bitcoin Mini ETF—NEWNew buy
37HDHome Depot INC—EXITSold out
38QQQInvesco Qqq Trust Series 1—EXITSold out
39TPLTexas Pacific Land CORP—NEWNew buy
40SPYINeos S&p 500 High Income ETF—EXITSold out
41SVOLSimplify Volatility Premium—EXITSold out
42TILLTeucrium AG No K-1 Strategy—NEWNew buy
43AMGNAmgen INC—EXITSold out
44PSLVSprott Physical Silver Trust—NEWNew buy
45CVXChevron CORP—NEWNew buy
46XOMExxon Mobil CORP—NEWNew buy
47XLKSs Technology Select Sector—EXITSold out
48WPMWheaton Precious Metals CORP—NEWNew buy
49ABTAbbott Laboratories—EXITSold out
50✓ Spring Vy Acquisition CORP I—EXITSold out

FAQ

What is Guild Investment Management, Inc. and what type of investor is it?
Guild Investment Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $140.0M, spread across 47 disclosed positions.
What are Guild Investment Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Guild Investment Management, Inc.'s top holdings by market value are: 1. Vanguard Short-term Tips (VTIP) — $16.6M (11.8%) 2. Global X 1-3 Month T-bill (CLIP) — $13.2M (9.4%) 3. Sprott Physical Gold Trust (PHYS) — $12.9M (9.2%) 4. Ss Spdr Bb 1-3m T-bill ETF (BIL) — $10.4M (7.4%) 5. Nvidia CORP (NVDA) — $8.1M (5.8%)
What changes did Guild Investment Management, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Guild Investment Management, Inc. made 49 notable position adjustments: 10 new positions were initiated, 10 existing holdings were added to, 16 positions were partially reduced, and 13 were completely exited. The largest of these moves: New buy: Invesco Agriculture Cmdtyk-1 (PDBA); Sold out: Schwab US Dvd Equity ETF (SCHD); New buy: Accenture plc (ACN); Sold out: Gldm SA S&p 500 Pr In Etf-us (GPIX); Sold out: Progressive CORP (PGR)
What sectors does Guild Investment Management, Inc. focus on?
Guild Investment Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 76.5% • Communication Services: 18.2% • Financials: 2.2% • Industrials: 1.8% • Energy: 1.3%