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

Capstone Financial Group’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
2020
Q3 		$87K Buy
490
+292
+147% +$52.5K 0.07% 105
2020
Q2 		$33K Hold
198
– – 0.03% 133
2020
Q1 		$29K Hold
198
– – 0.03% 120
2019
Q4 		$28K Buy
+198
New +$27.7K 0.03% 136

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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Capstone Financial Group's GLD Position: Q3 2020 in Review

Capstone Financial Group increased its SPDR Gold Trust (GLD) stake by 147% in Q3 2020, buying an estimated $52.5K and bringing the position to 490 shares worth $87K. The position accounts for 0.07% of the portfolio, ranked #105.

Capstone Financial Group first reported a position in GLD in Q4 2019 and has held it in 4 quarters since. 1,551 funds tracked by Wall St. Rank hold GLD as of Q3 2020.

  • Capstone Financial Group held 490 shares of SPDR Gold Trust worth $87K as of Q3 2020.
  • Capstone Financial Group bought 292 SPDR Gold Trust shares in Q3 2020, an estimated $52.5K.
  • SPDR Gold Trust made up 0.07% of Capstone Financial Group's portfolio in Q3 2020, its #105 holding.
  • Capstone Financial Group first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 4 quarters since.
  • 1,551 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.