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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capstone Financial Advisors's GLD Position: Q1 2026 in Review

Capstone Financial Advisors increased its SPDR Gold Trust (GLD) stake by 12% in Q1 2026, buying an estimated $84.6K and bringing the position to 1,806 shares worth $777K. The position accounts for 0.04% of the portfolio, ranked #77.

Capstone Financial Advisors first reported a position in GLD in Q4 2013 and has held it in 11 quarters since. The position peaked at $787K in Q2 2014. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Capstone Financial Advisors held 1,806 shares of SPDR Gold Trust worth $777K as of Q1 2026.
Capstone Financial Advisors bought 189 SPDR Gold Trust shares in Q1 2026, an estimated $84.6K.
SPDR Gold Trust made up 0.04% of Capstone Financial Advisors's portfolio in Q1 2026, its #77 holding.
Capstone Financial Advisors first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 11 quarters since.
Capstone Financial Advisors's SPDR Gold Trust position peaked at $787K in Q2 2014.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.