Mizuho Bank, Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Mizuho Bank, Ltd. reported 6 stock positions worth $467.4 million. Its top holding was SPDR Gold Shares (GLD) at 63.8% of the portfolio, followed by Invesco DB Commodity Index T (DBC, 12.0%) and Invesco DB Agriculture Fund (DBA, 7.4%). Compared with Q1 2026, it opened 4 new positions and sold out of 2. The biggest buy was a new position in SPDR Gold Shares (GLD) and the biggest sale an exit from SS Energy Select Sector (XLE).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0001512734
Portfolio Value
$467.4M (Q2 2026)
SEC Filing
0001104659-26-095248 ↗ filed Aug 13, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $966.9M Q1 2024 Q2 2024: $421.3M Q2 2024 Q3 2024: $507.1M Q3 2024 Q4 2024: $358.1M Q4 2024 Q1 2025: $442.9M Q1 2025 Q2 2025: $1.0B Q2 2025 Q3 2025: $900.8M Q3 2025 Q4 2025: $840.3M Q4 2025 Q1 2026: $369.5M Q1 2026 Q2 2026: $467.4M $467.4M Q2 2026

Holdings 6 stocks · $467.4M

GLD SPDR Gold Shares 63.84% 810,000 $298.4M New
DBC Invesco DB Commodity Index T 11.98% 2,100,000 $56.0M New
DBA Invesco DB Agriculture Fund 7.42% 1,300,000 $34.7M No change
GSG iShares S&P Gsci Commodity I 6.73% 1,100,000 $31.5M New
EWY iShares MSCI South Korea ETF 5.18% 120,000 $24.2M New
CME Cme Group Inc. 4.84% 102,518 $22.6M No change

Portfolio Sells Q1 2026 → Q2 2026

XLE SS Energy Select Sector Sold out 0.00% −54.38
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −27.81

Portfolio Buys Q1 2026 → Q2 2026

GLD SPDR Gold Shares New 63.84% +63.84
DBC Invesco DB Commodity Index T New 11.98% +11.98
GSG iShares S&P Gsci Commodity I New 6.73% +6.73
EWY iShares MSCI South Korea ETF New 5.18% +5.18

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$467.4MGLD, DBC, DBA, GSG, EWY
Q1 2026 4$369.5MXLE, SPY, DBA, CME
Q4 2025 6$840.3MSPYM, QQQ, SPY, QQQM, IWD
Q3 2025 9$900.8MQQQM, QQQ, GLDM, IAU, IVV
Q2 2025 7$1.0BQQQM, GLD, QQQ, SPYM, SPY
Q1 2025 6$442.9MGLD, SPYM, GLDM, XLU, IAU
Q4 2024 108$358.1MGLD, XLU, CME, XLC, XLF
Q3 2024 69$507.1MQQQM, SPY, XLU, CME, XLI
Q2 2024 105$421.3MSPY, QQQ, VTI, XLK, XLC
Q1 2024 6$966.9MSPYM, IAU, IVV, VTI, GLD