Capital A Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Capital A Wealth Management’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 Q2	–	Sell	-260	Closed	-$74.9K	–	607
2025 Q1	$74.9K	Buy	260 +254	+4,233%	+$67.2K	0.08%	118
2024 Q4	$1.45K	Buy	+6	New	+$1.47K	﹤0.01%	509

Other funds holding GLD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

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

Capital A Wealth Management's GLD Position: Q2 2025 in Review

Capital A Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 260 shares — an estimated $74.9K sold.

Capital A Wealth Management first reported a position in GLD in Q4 2024 and held it in 2 quarters. The position peaked at $74.9K in Q1 2025. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Capital A Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 260 SPDR Gold Trust shares in Q2 2025, an estimated $74.9K.
Capital A Wealth Management first reported a position in SPDR Gold Trust in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's SPDR Gold Trust position peaked at $74.9K in Q1 2025.
2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.