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

Capital Performance 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
Q2 		$739K Buy
2,005
+82
+4% +$34K 0.05% 132
2026
Q1 		$827K Buy
1,923
+624
+48% +$279K 0.06% 151
2025
Q4 		$515K Buy
1,299
+106
+9% +$40.5K 0.04% 209
2025
Q3 		$424K Buy
1,193
+15
+1% +$4.78K 0.07% 154
2025
Q2 		$359K Buy
1,178
+150
+15% +$45.4K 0.07% 134
2025
Q1 		$296K Buy
+1,028
New +$272K 0.07% 159
2024
Q4 		– Sell
-145
Closed -$35.2K – 1146
2024
Q3 		$35.2K Buy
+145
New +$33.2K 0.01% 441

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 Performance Advisors's GLD Position: Q2 2026 in Review

Capital Performance Advisors increased its SPDR Gold Trust (GLD) stake by 4.3% in Q2 2026, buying an estimated $34K and bringing the position to 2,005 shares worth $739K. The position accounts for 0.05% of the portfolio, ranked #132.

Capital Performance Advisors first reported a position in GLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $827K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Capital Performance Advisors held 2,005 shares of SPDR Gold Trust worth $739K as of Q2 2026.
  • Capital Performance Advisors bought 82 SPDR Gold Trust shares in Q2 2026, an estimated $34K.
  • SPDR Gold Trust made up 0.05% of Capital Performance Advisors's portfolio in Q2 2026, its #132 holding.
  • Capital Performance Advisors first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's SPDR Gold Trust position peaked at $827K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.