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

Capital Investment Advisors’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 		$6.27M Buy
14,568
+1,520
+12% +$681K 0.09% 146
2025
Q4 		$5.17M Buy
13,048
+1,054
+9% +$403K 0.08% 154
2025
Q3 		$4.26M Buy
11,994
+305
+3% +$97.2K 0.07% 159
2025
Q2 		$3.56M Sell
11,689
-444
-4% -$134K 0.06% 162
2025
Q1 		$3.5M Buy
12,133
+838
+7% +$222K 0.07% 158
2024
Q4 		$2.73M Sell
11,295
-406
-3% -$99.8K 0.06% 180
2024
Q3 		$2.84M Sell
11,701
-530
-4% -$121K 0.06% 169
2024
Q2 		$2.63M Sell
12,231
-35
-0.3% -$7.57K 0.06% 168
2024
Q1 		$2.52M Sell
12,266
-2,694
-18% -$517K 0.06% 174
2023
Q4 		$2.86M Sell
14,960
-470
-3% -$86.1K 0.07% 154
2023
Q3 		$2.65M Sell
15,430
-434
-3% -$77.6K 0.07% 158
2023
Q2 		$2.83M Buy
15,864
+95
+0.6% +$17.5K 0.09% 135
2023
Q1 		$2.89M Buy
15,769
+458
+3% +$80.6K 0.09% 141
2022
Q4 		$2.6M Buy
15,311
+114
+0.8% +$18.4K 0.08% 150
2022
Q3 		$2.35M Buy
15,197
+87
+0.6% +$14K 0.08% 156
2022
Q2 		$2.54M Buy
15,110
+54
+0.4% +$9.43K 0.08% 155
2022
Q1 		$2.72M Buy
15,056
+543
+4% +$95.3K 0.08% 157
2021
Q4 		$2.48M Buy
14,513
+308
+2% +$51.7K 0.08% 168
2021
Q3 		$2.33M Sell
14,205
-499
-3% -$83.5K 0.08% 172
2021
Q2 		$2.44M Buy
14,704
+490
+3% +$83.3K 0.08% 170
2021
Q1 		$2.27M Buy
14,214
+2,907
+26% +$489K 0.09% 162
2020
Q4 		$2.02M Buy
11,307
+613
+6% +$108K 0.08% 161
2020
Q3 		$1.89M Buy
10,694
+73
+0.7% +$13.1K 0.09% 158
2020
Q2 		$1.78M Buy
10,621
+46
+0.4% +$7.42K 0.09% 149
2020
Q1 		$1.57M Sell
10,575
-835
-7% -$124K 0.1% 149
2019
Q4 		$1.63M Sell
11,410
-285
-2% -$39.8K 0.08% 172
2019
Q3 		$1.62M Buy
11,695
+789
+7% +$110K 0.09% 165
2019
Q2 		$1.45M Buy
10,906
+225
+2% +$27.8K 0.08% 173
2019
Q1 		$1.3M Buy
10,681
+611
+6% +$75.3K 0.08% 192
2018
Q4 		$1.22M Buy
10,070
+2,015
+25% +$234K 0.08% 185
2018
Q3 		$908K Buy
8,055
+174
+2% +$20K 0.05% 222
2018
Q2 		$935K Sell
7,881
-215
-3% -$26.6K 0.06% 222
2018
Q1 		$1.02M Sell
8,096
-127
-2% -$16K 0.07% 212
2017
Q4 		$1.02M Sell
8,223
-185
-2% -$22.4K 0.07% 212
2017
Q3 		$1.02M Buy
8,408
+755
+10% +$91.8K 0.07% 204
2017
Q2 		$903K Buy
7,653
+340
+5% +$40.7K 0.06% 221
2017
Q1 		$868K Buy
7,313
+1,010
+16% +$117K 0.07% 222
2016
Q4 		$691K Buy
6,303
+497
+9% +$57.7K 0.06% 237
2016
Q3 		$729K Sell
5,806
-11
-0.2% -$1.4K 0.06% 229
2016
Q2 		$736K Sell
5,817
-129
-2% -$15.5K 0.07% 215
2016
Q1 		$699K Sell
5,946
-295
-5% -$33.4K 0.07% 210
2015
Q4 		$633K Sell
6,241
-685
-10% -$72.4K 0.07% 212
2015
Q3 		$740K Sell
6,926
-95
-1% -$10.2K 0.08% 190
2015
Q2 		$789K Sell
7,021
-345
-5% -$39.5K 0.08% 195
2015
Q1 		$837K Sell
7,366
-529
-7% -$61.9K 0.09% 192
2014
Q4 		$897K Sell
7,895
-20
-0.3% -$2.31K 0.1% 183
2014
Q3 		$920K Buy
7,915
+54
+0.7% +$6.66K 0.11% 177
2014
Q2 		$1.01M Buy
7,861
+20
+0.3% +$2.48K 0.12% 168
2014
Q1 		$969K Sell
7,841
-1,230
-14% -$153K 0.12% 167
2013
Q4 		$1.05M Buy
+9,071
New +$1.11M 0.14% 150

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 Investment Advisors's GLD Position: Q1 2026 in Review

Capital Investment Advisors increased its SPDR Gold Trust (GLD) stake by 12% in Q1 2026, buying an estimated $681K and bringing the position to 14,568 shares worth $6.27M. The position accounts for 0.09% of the portfolio, ranked #146.

Capital Investment Advisors first reported a position in GLD in Q4 2013 and has held it in 50 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Capital Investment Advisors held 14,568 shares of SPDR Gold Trust worth $6.27M as of Q1 2026.
  • Capital Investment Advisors bought 1,520 SPDR Gold Trust shares in Q1 2026, an estimated $681K.
  • SPDR Gold Trust made up 0.09% of Capital Investment Advisors's portfolio in Q1 2026, its #146 holding.
  • Capital Investment Advisors first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 50 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.