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Callan Capital’s SPDR Gold Trust GLD Stock Holding History

Callan 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
2025
Q1 		$232K Buy
+804
New +$213K 0.02% 332
2024
Q4 		– Sell
-839
Closed -$204K – 355
2024
Q3 		$204K Buy
+839
New +$192K 0.01% 332

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Callan Capital's GLD Position: Q1 2025 in Review

Callan Capital opened a new position in SPDR Gold Trust (GLD) in Q1 2025: 804 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #332 among its holdings. This is a return to the name: Callan Capital previously reported a position in GLD as recently as Q3 2024.

Callan Capital first reported a position in GLD in Q3 2024 and has held it in 2 quarters since. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

  • Callan Capital held 804 shares of SPDR Gold Trust worth $232K as of Q1 2025.
  • SPDR Gold Trust was a new Callan Capital position in Q1 2025.
  • SPDR Gold Trust made up 0.02% of Callan Capital's portfolio in Q1 2025, its #332 holding.
  • Callan Capital first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 2 quarters since.
  • 2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.