Strategic Investment Management Llc Portfolio Activity in Q2 2026

Strategic Investment Management LLC (SIM LLC) has released its portfolio analysis for the quarter ending June 30, 2026. This comprehensive review provides insights into their investment activities during this period.

Significant Purchases

In Q2 2026, SIM LLC demonstrated notable buying activity in several exchange-traded funds (ETFs). The most significant purchase was the acquisition of shares in MSCI Emerging Markets ETF (iShares Core) (IEMG), increasing their stake by 181,140 shares. This substantial increase suggests confidence or strategic interest in emerging market equities during this period.

Additionally, SIM LLC significantly boosted their position in ISHARES GOLD TRU (IAU), acquiring 33,200 shares. This represents a doubling of the holding from the previous quarter and indicates potential interest in gold as an investment or diversification strategy.

Substantial Increases

The investor also showed strong buying momentum with SPDR GOLD TRUST (GLD), adding 7,600 shares. This increase in the gold ETF further underscores their potential focus on precious metals during this quarter.

Significant Sales

Conversely, SIM LLC made a major sale during Q2 by reducing their position in ISHARES RUSSELL 3000 INDEX (IWV). They sold off 45,440 shares, resulting in a nearly 52.3% decrease in the holding's percentage allocation from the prior period.

Other Notable Changes

The analysis also reveals changes in other holdings. SIM LLC increased their position in MSCI EAFE ETF (iShares Core) (IEFA), acquiring 1,605,51 shares overall during the quarter.

Furthermore, they purchased additional shares in SPDR S&P 500 ETF TRUST (SPY), adding to their existing position despite a slight decrease noted elsewhere. They also made purchases in the Vanguard S&P 500 ETF (VOO) and JPMorgan BetaBuilders Canada ETF (BBCA), although these were not classified as "significant" buys by SIM LLC.

No Major Sells or Exits

While there was a significant sale of IWV, the data does not indicate any other substantial sell-offs during this quarter. The changes in holdings for ISHARES S&P GSCI COMMODITY I (GSG) and TDTT US Equity remained static from the previous period.