American Capital Advisory’s SPDR Gold Trust GLD Stock Holding History

American Capital Advisory’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 Q3	$1.32M	Sell	3,469 -100	-3%	-$39.1K	0.45%	37
2026 Q2	$1.31M	Sell	3,569 -120	-3%	-$49.7K	0.48%	35
2026 Q1	$1.59M	Sell	3,689 -550	-13%	-$246K	0.64%	32
2025 Q4	$1.68M	Sell	4,239 -214	-5%	-$81.7K	0.73%	29
2025 Q3	$1.58M	Sell	4,453 -185	-4%	-$59K	0.73%	31
2025 Q2	$1.41M	Sell	4,638 -530	-10%	-$160K	0.71%	31
2025 Q1	$1.49M	Sell	5,168 -201	-4%	-$53.2K	0.8%	28
2024 Q4	$1.3M	Hold	5,369	–	–	0.72%	32
2024 Q3	$1.3M	Buy	5,369 +122	+2%	+$27.9K	0.76%	32
2024 Q2	$1M	Buy	5,247 +306	+6%	+$66.2K	0.72%	32
2024 Q1	$905K	Sell	4,941 -306	-6%	-$58.7K	0.79%	34
2023 Q4	$1M	Buy	+5,247	New	+$962K	0.72%	32

Other funds holding GLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Harvard Management Company Boston, Massachusetts $3.95B AUM 1.53% 1-Year Est. Return

American Capital Advisory's GLD Position: Q3 2026 in Review

American Capital Advisory reduced its SPDR Gold Trust (GLD) stake by 2.8% in Q3 2026, selling an estimated $39.1K and leaving 3,469 shares worth $1.32M. The position accounts for 0.45% of the portfolio, ranked #37.

American Capital Advisory first reported a position in GLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q4 2025. 2,741 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

American Capital Advisory held 3,469 shares of SPDR Gold Trust worth $1.32M as of Q3 2026.
American Capital Advisory sold 100 SPDR Gold Trust shares in Q3 2026, an estimated $39.1K.
SPDR Gold Trust made up 0.45% of American Capital Advisory's portfolio in Q3 2026, its #37 holding.
American Capital Advisory first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 12 quarters since.
American Capital Advisory's SPDR Gold Trust position peaked at $1.68M in Q4 2025.
2,741 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.