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Aptus Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Aptus Capital Advisors’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 		$9.31M Buy
25,263
+3,878
+18% +$1.61M 0.06% 245
2026
Q1 		$9.2M Sell
21,385
-1,101
-5% -$493K 0.07% 229
2025
Q4 		$8.91M Sell
22,486
-209
-0.9% -$79.8K 0.06% 234
2025
Q3 		$8.07M Sell
22,695
-936
-4% -$298K 0.06% 244
2025
Q2 		$7.2M Buy
23,631
+984
+4% +$298K 0.06% 238
2025
Q1 		$6.53M Sell
22,647
-153
-0.7% -$40.5K 0.07% 241
2024
Q4 		$5.52M Buy
22,800
+8,722
+62% +$2.14M 0.06% 253
2024
Q3 		$3.42M Buy
14,078
+213
+2% +$48.8K 0.05% 260
2024
Q2 		$2.98M Sell
13,865
-1,145
-8% -$248K 0.05% 251
2024
Q1 		$3.09M Buy
15,010
+10,087
+205% +$1.94M 0.06% 238
2023
Q4 		$941K Sell
4,923
-2,704
-35% -$496K 0.03% 299
2023
Q3 		$1.31M Buy
7,627
+2,321
+44% +$415K 0.04% 277
2023
Q2 		$946K Sell
5,306
-175
-3% -$32.2K 0.02% 273
2023
Q1 		$1M Sell
5,481
-2,823
-34% -$497K 0.03% 266
2022
Q4 		$1.41M Sell
8,304
-1,549
-16% -$250K 0.04% 246
2022
Q3 		$1.52M Buy
9,853
+8,667
+731% +$1.39M 0.04% 224
2022
Q2 		$200K Sell
1,186
-37
-3% -$6.46K 0.01% 374
2022
Q1 		$221K Buy
+1,223
New +$215K 0.01% 404

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aptus Capital Advisors's GLD Position: Q2 2026 in Review

Aptus Capital Advisors increased its SPDR Gold Trust (GLD) stake by 18% in Q2 2026, buying an estimated $1.61M and bringing the position to 25,263 shares worth $9.31M. The position accounts for 0.06% of the portfolio, ranked #245.

Aptus Capital Advisors first reported a position in GLD in Q1 2022 and has held it in 18 quarters since. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Aptus Capital Advisors held 25,263 shares of SPDR Gold Trust worth $9.31M as of Q2 2026.
  • Aptus Capital Advisors bought 3,878 SPDR Gold Trust shares in Q2 2026, an estimated $1.61M.
  • SPDR Gold Trust made up 0.06% of Aptus Capital Advisors's portfolio in Q2 2026, its #245 holding.
  • Aptus Capital Advisors first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 18 quarters since.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.