Advance Capital Management’s SPDR Gold Trust GLD Stock Holding History

Advance Capital Management’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.36M	Buy	12,464 +6,520	+110%	+$2.92M	0.2%	28
2025 Q4	$2.36M	Buy	5,944 +252	+4%	+$96.2K	0.1%	41
2025 Q3	$2.02M	Buy	5,692 +1,695	+42%	+$540K	0.09%	41
2025 Q2	$1.22M	Buy	3,997 +316	+9%	+$95.7K	0.06%	52
2025 Q1	$1.06M	Sell	3,681 -2	-0.1%	-$529	0.05%	51
2024 Q4	$892K	Buy	3,683 +316	+9%	+$77.7K	0.04%	58
2024 Q3	$818K	Buy	3,367 +316	+10%	+$72.4K	0.04%	63
2024 Q2	$656K	Buy	3,051 +94	+3%	+$20.3K	0.03%	70
2024 Q1	$608K	Buy	2,957 +130	+5%	+$24.9K	0.04%	73
2023 Q4	$540K	Buy	2,827 +89	+3%	+$16.3K	0.04%	62
2023 Q3	$469K	Hold	2,738	–	–	0.04%	69
2023 Q2	$488K	Buy	2,738 +1,117	+69%	+$205K	0.06%	61
2023 Q1	$297K	Buy	+1,621	New	+$285K	0.05%	78

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advance Capital Management's GLD Position: Q1 2026 in Review

Advance Capital Management increased its SPDR Gold Trust (GLD) stake by 110% in Q1 2026, buying an estimated $2.92M and bringing the position to 12,464 shares worth $5.36M. The position accounts for 0.2% of the portfolio, ranked #28.

Advance Capital Management first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Advance Capital Management held 12,464 shares of SPDR Gold Trust worth $5.36M as of Q1 2026.
Advance Capital Management bought 6,520 SPDR Gold Trust shares in Q1 2026, an estimated $2.92M.
SPDR Gold Trust made up 0.2% of Advance Capital Management's portfolio in Q1 2026, its #28 holding.
Advance Capital Management first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.