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

Capital Advisors 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
2026
Q2 		$1.1M Hold
2,982
– – 0.13% 95
2026
Q1 		$1.28M Hold
2,982
– – 0.17% 80
2025
Q4 		$1.18M Buy
2,982
+283
+10% +$108K 0.16% 77
2025
Q3 		$959K Sell
2,699
-415
-13% -$132K 0.14% 78
2025
Q2 		$949K Buy
3,114
+1,175
+61% +$356K 0.15% 76
2025
Q1 		$559K Hold
1,939
– – 0.1% 95
2024
Q4 		$469K Buy
1,939
+15
+0.8% +$3.69K 0.08% 96
2024
Q3 		$468K Sell
1,924
-160
-8% -$36.6K 0.09% 97
2024
Q2 		$448K Buy
2,084
+23
+1% +$4.97K 0.09% 92
2024
Q1 		$424K Sell
2,061
-250
-11% -$48K 0.09% 96
2023
Q4 		$442K Sell
2,311
-137
-6% -$25.1K 0.1% 88
2023
Q3 		$420K Sell
2,448
-70
-3% -$12.5K 0.11% 86
2023
Q2 		$449K Buy
2,518
+80
+3% +$14.7K 0.11% 83
2023
Q1 		$447K Sell
2,438
-37
-1% -$6.51K 0.12% 82
2022
Q4 		$420K Sell
2,475
-469
-16% -$75.5K 0.13% 79
2022
Q3 		$455K Sell
2,944
-3,390
-54% -$545K 0.15% 71
2022
Q2 		$1.07M Sell
6,334
-1,129
-15% -$197K 0.35% 42
2022
Q1 		$1.35M Buy
7,463
+1,867
+33% +$328K 0.41% 42
2021
Q4 		$957K Sell
5,596
-705
-11% -$118K 0.29% 49
2021
Q3 		$1.03M Sell
6,301
-16,213
-72% -$2.71M 0.37% 43
2021
Q2 		$3.73M Sell
22,514
-15,915
-41% -$2.7M 1.38% 23
2021
Q1 		$6.15M Buy
+38,429
New +$6.46M 2.65% 11

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capital Advisors Wealth Management's GLD Position: Q2 2026 in Review

Capital Advisors Wealth Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,982 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #95.

Capital Advisors Wealth Management first reported a position in GLD in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.15M in Q1 2021. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Capital Advisors Wealth Management held 2,982 shares of SPDR Gold Trust worth $1.1M as of Q2 2026.
  • Capital Advisors Wealth Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.13% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Capital Advisors Wealth Management first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 22 quarters since.
  • Capital Advisors Wealth Management's SPDR Gold Trust position peaked at $6.15M in Q1 2021.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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