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Capital Analysts LLC’s SPDR Gold Trust GLD Stock Holding History

Capital Analysts LLC’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
Q1 		$556K Sell
1,291
-200
-13% -$89.6K 0.01% 432
2025
Q4 		$591K Sell
1,491
-6
-0.4% -$2.29K 0.02% 404
2025
Q3 		$532K Buy
1,497
+343
+30% +$109K 0.02% 409
2025
Q2 		$351K Buy
1,154
+77
+7% +$23.3K 0.01% 440
2025
Q1 		$311K Buy
1,077
+184
+21% +$48.7K 0.01% 447
2024
Q4 		$217K Sell
893
-19
-2% -$4.67K 0.01% 474
2024
Q3 		$222K Sell
912
-7,472
-89% -$1.71M 0.01% 449
2024
Q2 		$1.8M Sell
8,384
-538
-6% -$116K 0.08% 183
2024
Q1 		$1.84M Sell
8,922
-91
-1% -$17.5K 0.09% 175
2023
Q4 		$1.72M Sell
9,013
-59
-0.7% -$10.8K 0.09% 177
2023
Q3 		$1.56M Sell
9,072
-480
-5% -$85.8K 0.09% 179
2023
Q2 		$1.7M Sell
9,552
-31
-0.3% -$5.7K 0.09% 176
2023
Q1 		$1.75M Buy
9,583
+317
+3% +$55.8K 0.1% 172
2022
Q4 		$1.57M Buy
9,266
+265
+3% +$42.7K 0.1% 181
2022
Q3 		$1.39M Sell
9,001
-1,440
-14% -$232K 0.1% 184
2022
Q2 		$1.76M Sell
10,441
-161
-2% -$28.1K 0.12% 157
2022
Q1 		$1.92M Buy
10,602
+319
+3% +$56K 0.12% 161
2021
Q4 		$1.76M Buy
10,283
+31
+0.3% +$5.2K 0.11% 173
2021
Q3 		$1.68M Hold
10,252
– – 0.11% 166
2021
Q2 		$1.7M Sell
10,252
-10,458
-50% -$1.78M 0.11% 167
2021
Q1 		$3.31M Buy
20,710
+2,593
+14% +$436K 0.23% 91
2020
Q4 		$3.23M Sell
18,117
-660
-4% -$116K 0.28% 74
2020
Q3 		$3.33M Buy
18,777
+265
+1% +$47.6K 0.32% 69
2020
Q2 		$3.1M Buy
18,512
+28
+0.2% +$4.52K 0.33% 70
2020
Q1 		$2.74M Buy
18,484
+183
+1% +$27.2K 0.34% 67
2019
Q4 		$2.62M Buy
18,301
+1,698
+10% +$237K 0.26% 85
2019
Q3 		$2.31M Buy
16,603
+2,020
+14% +$281K 0.24% 85
2019
Q2 		$1.94M Buy
14,583
+6,890
+90% +$852K 0.21% 90
2019
Q1 		$938K Buy
7,693
+6,999
+1,009% +$862K 0.11% 154
2018
Q4 		$84K Buy
694
+397
+134% +$46.1K 0.01% 255
2018
Q3 		$33K Sell
297
-128
-30% -$14.7K ﹤0.01% 360
2018
Q2 		$50K Sell
425
-60
-12% -$7.43K 0.01% 328
2018
Q1 		$61K Buy
485
+357
+279% +$45K 0.01% 290
2017
Q4 		$16K Sell
128
-48
-27% -$5.82K ﹤0.01% 374
2017
Q3 		$21K Sell
176
-97
-36% -$11.8K ﹤0.01% 351
2017
Q2 		$32.2K Buy
273
+84
+44% +$10.1K ﹤0.01% 330
2017
Q1 		$22.4K Sell
189
-109,787
-100% -$12.8M ﹤0.01% 307
2016
Q4 		$12.1M Buy
109,976
+7,528
+7% +$874K 2.11% 13
2016
Q3 		$12.9M Buy
102,448
+7,796
+8% +$993K 2.42% 9
2016
Q2 		$12M Buy
94,652
+55,754
+143% +$6.71M 2.41% 8
2016
Q1 		$4.58M Buy
38,898
+558
+1% +$63.2K 0.92% 19
2015
Q4 		$3.89M Buy
38,340
+1,069
+3% +$113K 0.79% 22
2015
Q3 		$3.98M Buy
37,271
+4,295
+13% +$463K 0.76% 28
2015
Q2 		$3.71M Buy
32,976
+3,234
+11% +$370K 0.76% 22
2015
Q1 		$3.38M Buy
29,742
+16,802
+130% +$1.97M 0.7% 26
2014
Q4 		$1.47M Sell
12,940
-13,258
-51% -$1.53M 0.32% 78
2014
Q3 		$3.04M Buy
26,198
+2,748
+12% +$339K 0.71% 27
2014
Q2 		$3M Buy
23,450
+1,662
+8% +$206K 0.73% 27
2014
Q1 		$2.69M Buy
21,788
+4,104
+23% +$512K 0.7% 31
2013
Q4 		$2.05M Buy
17,684
+1,843
+12% +$226K 0.56% 44
2013
Q3 		$2.03M Buy
15,841
+1,763
+13% +$226K 0.61% 37
2013
Q2 		$1.68M Buy
+14,078
New +$1.93M 0.53% 50

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Analysts LLC's GLD Position: Q1 2026 in Review

Capital Analysts LLC reduced its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, selling an estimated $89.6K and leaving 1,291 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #432.

Capital Analysts LLC first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.9M in Q3 2016. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Capital Analysts LLC held 1,291 shares of SPDR Gold Trust worth $556K as of Q1 2026.
  • Capital Analysts LLC sold 200 SPDR Gold Trust shares in Q1 2026, an estimated $89.6K.
  • SPDR Gold Trust made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #432 holding.
  • Capital Analysts LLC first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • Capital Analysts LLC's SPDR Gold Trust position peaked at $12.9M in Q3 2016.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.