Apella Capital
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
Q3 		$7.57M Buy
20,134
+561
+3% +$219K 0.1% 149
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

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Apella Capital's GLD Position: Q3 2026 in Review

Apella Capital increased its SPDR Gold Trust (GLD) stake by 2.9% in Q3 2026, buying an estimated $219K and bringing the position to 20,134 shares worth $7.57M. The position accounts for 0.1% of the portfolio, ranked #149.

Apella Capital first reported a position in GLD in Q2 2021 and has held it in 11 quarters since. The position peaked at $8.58M in Q1 2026. 880 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Apella Capital held 20,134 shares of SPDR Gold Trust worth $7.57M as of Q3 2026.
  • Apella Capital bought 561 SPDR Gold Trust shares in Q3 2026, an estimated $219K.
  • SPDR Gold Trust made up 0.1% of Apella Capital's portfolio in Q3 2026, its #149 holding.
  • Apella Capital first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 11 quarters since.
  • Apella Capital's SPDR Gold Trust position peaked at $8.58M in Q1 2026.
  • 880 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.