Capasso Planning Partners’s SPDR Gold Trust GLD Stock Holding History

Capasso Planning Partners’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 Q3	–	Sell	-1,150	Closed	-$351K	–	73
2025 Q2	$351K	Sell	1,150 -2,524	-69%	-$764K	0.2%	60
2025 Q1	$1.06M	Buy	3,674 +1,330	+57%	+$352K	0.44%	42
2024 Q4	$568K	Sell	2,344 -6,237	-73%	-$1.53M	0.23%	68
2024 Q3	$2.09M	Buy	8,581 +2,193	+34%	+$502K	0.62%	31
2024 Q2	$1.37M	Buy	6,388 +3,178	+99%	+$687K	0.45%	50
2024 Q1	$660K	Buy	3,210 +150	+5%	+$28.8K	0.27%	51
2023 Q4	$585K	Buy	+3,060	New	+$561K	0.27%	53
2022 Q3	–	Sell	-3,406	Closed	-$574K	–	91
2022 Q2	$574K	Buy	+3,406	New	+$595K	0.41%	42

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capasso Planning Partners's GLD Position: Q3 2025 in Review

Capasso Planning Partners sold out of SPDR Gold Trust (GLD) in Q3 2025, closing a stake of 1,150 shares — an estimated $351K sold.

Capasso Planning Partners first reported a position in GLD in Q2 2022 and held it in 8 quarters. The position peaked at $2.09M in Q3 2024. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

Capasso Planning Partners reported no remaining SPDR Gold Trust position as of Q3 2025 after selling out during the quarter.
Capasso Planning Partners sold 1,150 SPDR Gold Trust shares in Q3 2025, an estimated $351K.
Capasso Planning Partners first reported a position in SPDR Gold Trust in Q2 2022 and held it in 8 quarters.
Capasso Planning Partners's SPDR Gold Trust position peaked at $2.09M in Q3 2024.
2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on Capasso Planning Partners's 13F filing for Q3 2025, filed 12 Nov 2025.