AC
GLD icon

Apella Capital’s SPDR Gold Trust GLD Stock Holding History

Apella Capital’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
Q2 		$7.39M Buy
19,573
+333
+2% +$138K 0.1% 137
2026
Q1 		$8.58M Buy
19,240
+1,076
+6% +$482K 0.13% 126
2025
Q4 		$7.2M Buy
18,164
+9,021
+99% +$3.45M 0.14% 114
2025
Q3 		$3.62M Buy
9,143
+250
+3% +$79.7K 0.08% 140
2025
Q2 		$2.73M Sell
8,893
-570
-6% -$173K 0.07% 147
2025
Q1 		$2.7M Buy
9,463
+318
+3% +$84.1K 0.09% 115
2024
Q4 		$2.21M Sell
9,145
-1
-0% -$246 0.08% 109
2024
Q3 		$2.25M Buy
9,146
+1
+0% +$229 0.09% 97
2024
Q2 		$2M Buy
+9,145
New +$1.98M 0.09% 99
2021
Q3 		– Sell
-1,379
Closed -$228K – 208
2021
Q2 		$228K Buy
+1,379
New +$234K 0.04% 195

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Apella Capital's GLD Position: Q2 2026 in Review

Apella Capital increased its SPDR Gold Trust (GLD) stake by 1.7% in Q2 2026, buying an estimated $138K and bringing the position to 19,573 shares worth $7.39M. The position accounts for 0.1% of the portfolio, ranked #137.

Apella Capital first reported a position in GLD in Q2 2021 and has held it in 10 quarters since. The position peaked at $8.58M in Q1 2026. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Apella Capital held 19,573 shares of SPDR Gold Trust worth $7.39M as of Q2 2026.
  • Apella Capital bought 333 SPDR Gold Trust shares in Q2 2026, an estimated $138K.
  • SPDR Gold Trust made up 0.1% of Apella Capital's portfolio in Q2 2026, its #137 holding.
  • Apella Capital first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 10 quarters since.
  • Apella Capital's SPDR Gold Trust position peaked at $8.58M in Q1 2026.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.