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

Capital Advisors Ltd’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	$1.29M	Sell	3,500 -37	-1%	-$15.3K	0.13%	110
2026 Q1	$1.52M	Buy	3,537 +249	+8%	+$112K	0.17%	89
2025 Q4	$1.3M	Buy	3,288 +137	+4%	+$52.3K	0.15%	96
2025 Q3	$1.12M	Buy	3,151 +51	+2%	+$16.3K	0.13%	102
2025 Q2	$945K	Buy	3,100 +50	+2%	+$15.1K	0.12%	103
2025 Q1	$879K	Hold	3,050	–	–	0.12%	109
2024 Q4	$738K	Hold	3,050	–	–	0.09%	124
2024 Q3	$741K	Hold	3,050	–	–	0.09%	123
2024 Q2	$656K	Hold	3,050	–	–	0.09%	132
2024 Q1	$627K	Hold	3,050	–	–	0.08%	135
2023 Q4	$583K	Hold	3,050	–	–	0.08%	132
2023 Q3	$523K	Hold	3,050	–	–	0.08%	142
2023 Q2	$544K	Hold	3,050	–	–	0.08%	142
2023 Q1	$559K	Hold	3,050	–	–	0.09%	124
2022 Q4	$517K	Sell	3,050 -30	-1%	-$4.83K	0.09%	131
2022 Q3	$476K	Sell	3,080 -44	-1%	-$7.08K	0.09%	132
2022 Q2	$526K	Hold	3,124	–	–	0.1%	124
2022 Q1	$564K	Hold	3,124	–	–	0.09%	124
2021 Q4	$534K	Buy	3,124 +25	+0.8%	+$4.2K	0.09%	128
2021 Q3	$509K	Hold	3,099	–	–	0.09%	112
2021 Q2	$513K	Hold	3,099	–	–	0.09%	112
2021 Q1	$496K	Buy	3,099 +44	+1%	+$7.39K	0.09%	106
2020 Q4	$545K	Buy	3,055 +225	+8%	+$39.6K	0.12%	94
2020 Q3	$501K	Sell	2,830 -3,092	-52%	-$556K	0.13%	94
2020 Q2	$594K	Buy	5,922 +3,092	+109%	+$499K	0.16%	84
2020 Q1	$419K	Hold	2,830	–	–	0.13%	94
2019 Q4	$404K	Hold	2,830	–	–	0.1%	96
2019 Q3	$393K	Hold	2,830	–	–	0.11%	96
2019 Q2	$377K	Hold	2,830	–	–	0.11%	98
2019 Q1	$345K	Hold	2,830	–	–	0.09%	110
2018 Q4	$343K	Hold	2,830	–	–	0.1%	111
2018 Q3	$319K	Hold	2,830	–	–	0.09%	114
2018 Q2	$336K	Hold	2,830	–	–	0.11%	99
2018 Q1	$356K	Hold	2,830	–	–	0.12%	95
2017 Q4	$350K	Hold	2,830	–	–	0.12%	90
2017 Q3	$344K	Buy	2,830 +30	+1%	+$3.65K	0.12%	90
2017 Q2	$330K	Hold	2,800	–	–	0.12%	95
2017 Q1	$332K	Hold	2,800	–	–	0.13%	90
2016 Q4	$307K	Hold	2,800	–	–	0.13%	94
2016 Q3	$352K	Hold	2,800	–	–	0.15%	78
2016 Q2	$354K	Hold	2,800	–	–	0.17%	77
2016 Q1	$329K	Hold	2,800	–	–	0.16%	77
2015 Q4	$284K	Hold	2,800	–	–	0.15%	83
2015 Q3	$299K	Hold	2,800	–	–	0.16%	76
2015 Q2	$315K	Hold	2,800	–	–	0.16%	79
2015 Q1	$318K	Hold	2,800	–	–	0.16%	77
2014 Q4	$318K	Sell	2,800 -111	-4%	-$12.8K	0.17%	70
2014 Q3	$338K	Buy	2,911 +61	+2%	+$7.52K	0.19%	67
2014 Q2	$365K	Hold	2,850	–	–	0.2%	67
2014 Q1	$352K	Sell	2,850 -48	-2%	-$5.98K	0.21%	67
2013 Q4	$337K	Buy	+2,898	New	+$356K	0.22%	65

Other funds holding GLD

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Capital Advisors Ltd reduced its SPDR Gold Trust (GLD) stake by 1% in Q2 2026, selling an estimated $15.3K and leaving 3,500 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #110.

Capital Advisors Ltd first reported a position in GLD in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.52M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Capital Advisors Ltd held 3,500 shares of SPDR Gold Trust worth $1.29M as of Q2 2026.
Capital Advisors Ltd sold 37 SPDR Gold Trust shares in Q2 2026, an estimated $15.3K.
SPDR Gold Trust made up 0.13% of Capital Advisors Ltd's portfolio in Q2 2026, its #110 holding.
Capital Advisors Ltd first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 51 quarters since.
Capital Advisors Ltd's SPDR Gold Trust position peaked at $1.52M in Q1 2026.
1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.