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Capital Advisors Inc’s SPDR Gold Trust GLD Stock Holding History

Capital Advisors Inc’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
2021
Q1 		– Sell
-1,000
Closed -$26K – 240
2020
Q4 		$26K Buy
+1,000
New +$176K ﹤0.01% 209

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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 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

Capital Advisors Inc's GLD Position: Q2 2026 in Review

Capital Advisors Inc reduced its SPDR Gold Trust (GLD) stake by 12% in Q2 2026, selling an estimated $252K and leaving 4,390 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #143.

Capital Advisors Inc first reported a position in GLD in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.15M in Q1 2026. 1,256 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Capital Advisors Inc held 4,390 shares of SPDR Gold Trust worth $1.62M as of Q2 2026.
  • Capital Advisors Inc sold 608 SPDR Gold Trust shares in Q2 2026, an estimated $252K.
  • SPDR Gold Trust made up 0.02% of Capital Advisors Inc's portfolio in Q2 2026, its #143 holding.
  • Capital Advisors Inc first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 24 quarters since.
  • Capital Advisors Inc's SPDR Gold Trust position peaked at $2.15M in Q1 2026.
  • 1,256 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.