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Capital Investment Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Capital Investment Advisory Services’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 		$11.3M Sell
26,299
-152
-0.6% -$68.1K 0.83% 19
2025
Q4 		$10.5M Sell
26,451
-99
-0.4% -$37.8K 0.74% 27
2025
Q3 		$9.44M Sell
26,550
-934
-3% -$298K 0.75% 29
2025
Q2 		$8.38M Sell
27,484
-4,148
-13% -$1.26M 0.69% 30
2025
Q1 		$9.11M Buy
31,632
+4,227
+15% +$1.12M 0.82% 23
2024
Q4 		$6.64M Buy
27,405
+326
+1% +$80.1K 0.64% 34
2024
Q3 		$6.58M Buy
27,079
+13,289
+96% +$3.04M 0.62% 35
2024
Q2 		$2.96M Buy
13,790
+4,386
+47% +$949K 0.31% 77
2024
Q1 		$1.93M Buy
9,404
+985
+12% +$189K 0.21% 111
2023
Q4 		$1.61M Sell
8,419
-574
-6% -$105K 0.15% 125
2023
Q3 		$1.54M Sell
8,993
-439
-5% -$78.5K 0.15% 117
2023
Q2 		$1.68M Sell
9,432
-175
-2% -$32.2K 0.17% 106
2023
Q1 		$1.76M Buy
9,607
+145
+2% +$25.5K 0.21% 93
2022
Q4 		$1.61M Sell
9,462
-63
-0.7% -$10.1K 0.19% 102
2022
Q3 		$1.47M Buy
9,525
+75
+0.8% +$12.1K 0.19% 98
2022
Q2 		$1.59M Buy
9,450
+134
+1% +$23.4K 0.19% 100
2022
Q1 		$1.68M Buy
9,316
+469
+5% +$82.3K 0.18% 111
2021
Q4 		$1.51M Sell
8,847
-475
-5% -$79.7K 0.18% 127
2021
Q3 		$1.53M Buy
9,322
+1,121
+14% +$188K 0.19% 110
2021
Q2 		$1.36M Buy
8,201
+1,121
+16% +$190K 0.17% 121
2021
Q1 		$1.13M Sell
7,080
-671
-9% -$113K 0.16% 134
2020
Q4 		$1.38M Buy
7,751
+105
+1% +$18.5K 0.21% 107
2020
Q3 		$1.35M Buy
7,646
+1,049
+16% +$189K 0.25% 90
2020
Q2 		$1.1M Buy
6,597
+377
+6% +$60.8K 0.22% 98
2020
Q1 		$921K Buy
6,220
+1,120
+22% +$167K 0.22% 94
2019
Q4 		$729K Sell
5,100
-20
-0.4% -$2.79K 0.2% 116
2019
Q3 		$711K Sell
5,120
-65
-1% -$9.04K 0.2% 101
2019
Q2 		$697K Sell
5,185
-94
-2% -$11.6K 0.21% 100
2019
Q1 		$644K Sell
5,279
-357
-6% -$44K 0.24% 89
2018
Q4 		$683K Sell
5,636
-251
-4% -$29.2K 0.29% 66
2018
Q3 		$664K Sell
5,887
-611
-9% -$70.1K 0.31% 85
2018
Q2 		$771K Buy
6,498
+157
+2% +$19.4K 0.39% 65
2018
Q1 		$798K Buy
6,341
+79
+1% +$9.96K 0.45% 55
2017
Q4 		$774K Buy
6,262
+59
+1% +$7.15K 0.45% 51
2017
Q3 		$754K Buy
6,203
+14
+0.2% +$1.7K 0.46% 53
2017
Q2 		$730K Sell
6,189
-888
-13% -$106K 0.48% 55
2017
Q1 		$840K Buy
7,077
+3,538
+100% +$411K 0.62% 40
2016
Q4 		$388K Buy
+3,539
New +$411K 0.34% 80

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 Advisory Services's GLD Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its SPDR Gold Trust (GLD) stake by 0.57% in Q1 2026, selling an estimated $68.1K and leaving 26,299 shares worth $11.3M. The position accounts for 0.83% of the portfolio, ranked #19.

Capital Investment Advisory Services first reported a position in GLD in Q4 2016 and has held it in 38 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Capital Investment Advisory Services held 26,299 shares of SPDR Gold Trust worth $11.3M as of Q1 2026.
  • Capital Investment Advisory Services sold 152 SPDR Gold Trust shares in Q1 2026, an estimated $68.1K.
  • SPDR Gold Trust made up 0.83% of Capital Investment Advisory Services's portfolio in Q1 2026, its #19 holding.
  • Capital Investment Advisory Services first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 38 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.