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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
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 $1.37T 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 Performance Advisors's GLD Position: Q1 2026 in Review

Capital Performance Advisors increased its SPDR Gold Trust (GLD) stake by 48% in Q1 2026, buying an estimated $279K and bringing the position to 1,923 shares worth $827K. The position accounts for 0.06% of the portfolio, ranked #151.

Capital Performance Advisors first reported a position in GLD in Q3 2024 and has held it in 6 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Capital Performance Advisors held 1,923 shares of SPDR Gold Trust worth $827K as of Q1 2026.
  • Capital Performance Advisors bought 624 SPDR Gold Trust shares in Q1 2026, an estimated $279K.
  • SPDR Gold Trust made up 0.06% of Capital Performance Advisors's portfolio in Q1 2026, its #151 holding.
  • Capital Performance Advisors first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 6 quarters since.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.