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Cape Investment Advisory’s SPDR Gold Trust GLD Stock Holding History

Cape Investment Advisory’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 		$346K Buy
938
+51
+6% +$21.1K 0.09% 165
2026
Q1 		$382K Buy
887
+304
+52% +$136K 0.13% 145
2025
Q4 		$231K Buy
583
+429
+279% +$164K 0.07% 193
2025
Q3 		$54.7K Sell
154
-384
-71% -$122K 0.05% 216
2025
Q2 		$164K Sell
538
-2
-0.4% -$606 0.06% 205
2025
Q1 		$156K Buy
540
+57
+12% +$15.1K 0.06% 200
2024
Q4 		$117K Buy
483
+2
+0.4% +$491 0.05% 224
2024
Q3 		$117K Buy
481
+43
+10% +$9.85K 0.05% 219
2024
Q2 		$94.2K Buy
438
+2
+0.5% +$433 0.04% 229
2024
Q1 		$89.7K Sell
436
-876
-67% -$168K 0.04% 232
2023
Q4 		$251K Buy
1,312
+114
+10% +$20.9K 0.12% 122
2023
Q3 		$205K Hold
1,198
– – 0.12% 129
2023
Q2 		$214K Hold
1,198
– – 0.12% 124
2023
Q1 		$219K Buy
+1,198
New +$211K 0.13% 112

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cape Investment Advisory's GLD Position: Q2 2026 in Review

Cape Investment Advisory increased its SPDR Gold Trust (GLD) stake by 5.7% in Q2 2026, buying an estimated $21.1K and bringing the position to 938 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #165.

Cape Investment Advisory first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $382K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cape Investment Advisory held 938 shares of SPDR Gold Trust worth $346K as of Q2 2026.
  • Cape Investment Advisory bought 51 SPDR Gold Trust shares in Q2 2026, an estimated $21.1K.
  • SPDR Gold Trust made up 0.09% of Cape Investment Advisory's portfolio in Q2 2026, its #165 holding.
  • Cape Investment Advisory first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's SPDR Gold Trust position peaked at $382K in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.