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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aptus Capital Advisors's GLD Position: Q1 2026 in Review

Aptus Capital Advisors reduced its SPDR Gold Trust (GLD) stake by 4.9% in Q1 2026, selling an estimated $493K and leaving 21,385 shares worth $9.2M. The position accounts for 0.07% of the portfolio, ranked #229.

Aptus Capital Advisors first reported a position in GLD in Q1 2022 and has held it in 17 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Aptus Capital Advisors held 21,385 shares of SPDR Gold Trust worth $9.2M as of Q1 2026.
  • Aptus Capital Advisors sold 1,101 SPDR Gold Trust shares in Q1 2026, an estimated $493K.
  • SPDR Gold Trust made up 0.07% of Aptus Capital Advisors's portfolio in Q1 2026, its #229 holding.
  • Aptus Capital Advisors first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.