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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
2024
Q1 		– Sell
-2,000
Closed -$382K – 981
2023
Q4 		$382K Buy
+2,000
New +$367K 0.04% 353

Other funds holding GLD

MM
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
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
AL
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Capital Investment Advisory Services's GLD Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its SPDR Gold Trust (GLD) stake by 10% in Q2 2026, selling an estimated $1.1M and leaving 23,633 shares worth $8.71M. The position accounts for 0.54% of the portfolio, ranked #40.

Capital Investment Advisory Services first reported a position in GLD in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.3M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Capital Investment Advisory Services held 23,633 shares of SPDR Gold Trust worth $8.71M as of Q2 2026.
  • Capital Investment Advisory Services sold 2,666 SPDR Gold Trust shares in Q2 2026, an estimated $1.1M.
  • SPDR Gold Trust made up 0.54% of Capital Investment Advisory Services's portfolio in Q2 2026, its #40 holding.
  • Capital Investment Advisory Services first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 39 quarters since.
  • Capital Investment Advisory Services's SPDR Gold Trust position peaked at $11.3M in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.