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Capstone Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Capstone Financial 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 		$628K Sell
1,704
-102
-6% -$42.3K 0.03% 94
2026
Q1 		$777K Buy
1,806
+189
+12% +$84.6K 0.04% 77
2025
Q4 		$641K Buy
1,617
+34
+2% +$13K 0.03% 82
2025
Q3 		$563K Buy
1,583
+829
+110% +$264K 0.03% 95
2025
Q2 		$230K Buy
754
+8
+1% +$2.42K 0.01% 145
2025
Q1 		$215K Buy
+746
New +$197K 0.01% 138
2023
Q2 		– Sell
-1,117
Closed -$205K – 151
2023
Q1 		$205K Buy
+1,117
New +$197K 0.02% 116
2015
Q2 		– Sell
-3,840
Closed -$436K – 102
2015
Q1 		$436K Buy
+3,840
New +$449K 0.17% 43
2014
Q4 		– Sell
-6,238
Closed -$725K – 96
2014
Q3 		$725K Buy
6,238
+90
+1% +$11.1K 0.44% 22
2014
Q2 		$787K Sell
6,148
-70
-1% -$8.7K 0.55% 16
2014
Q1 		$769K Buy
6,218
+174
+3% +$21.7K 0.47% 18
2013
Q4 		$702K Buy
+6,044
New +$742K 0.45% 19

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

Capstone Financial Advisors's GLD Position: Q2 2026 in Review

Capstone Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 5.6% in Q2 2026, selling an estimated $42.3K and leaving 1,704 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #94.

Capstone Financial Advisors first reported a position in GLD in Q4 2013 and has held it in 12 quarters since. The position peaked at $787K in Q2 2014. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Capstone Financial Advisors held 1,704 shares of SPDR Gold Trust worth $628K as of Q2 2026.
  • Capstone Financial Advisors sold 102 SPDR Gold Trust shares in Q2 2026, an estimated $42.3K.
  • SPDR Gold Trust made up 0.03% of Capstone Financial Advisors's portfolio in Q2 2026, its #94 holding.
  • Capstone Financial Advisors first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 12 quarters since.
  • Capstone Financial Advisors's SPDR Gold Trust position peaked at $787K in Q2 2014.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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