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

Capstone Investment 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	$1.51M	Buy	3,500 +500	+17%	+$224K	﹤0.01%	723
2025 Q4	$1.19M	Sell	3,000 -13,900	-82%	-$5.31M	﹤0.01%	802
2025 Q3	$6.01M	Sell	16,900 -426,400	-96%	-$136M	0.01%	429
2025 Q2	$135M	Sell	443,300 -1,500,800	-77%	-$454M	0.33%	32
2025 Q1	$560M	Buy	+1,944,100	New	+$514M	1.48%	14
2024 Q4	–	Sell	-1,058,200	Closed	-$257M	–	1908
2024 Q3	$257M	Buy	1,058,200 +367,800	+53%	+$84.2M	0.78%	21
2024 Q2	$148M	Sell	690,400 -221,000	-24%	-$47.8M	0.47%	29
2024 Q1	$187M	Buy	911,400 +379,600	+71%	+$72.9M	0.68%	21
2023 Q4	$102M	Sell	531,800 -23,800	-4%	-$4.36M	0.31%	44
2023 Q3	$95.3M	Sell	555,600 -472,400	-46%	-$84.5M	0.43%	20
2023 Q2	$183M	Sell	1,028,000 -281,000	-21%	-$51.6M	0.91%	16
2023 Q1	$240M	Sell	1,309,000 -30,400	-2%	-$5.35M	1.21%	7
2022 Q4	$227M	Buy	+1,339,400	New	+$216M	1.65%	7
2022 Q3	–	Sell	-70,000	Closed	-$11.8M	–	1703
2022 Q2	$11.8M	Buy	+70,000	New	+$12.2M	0.06%	222
2022 Q1	–	Sell	-12,000	Closed	-$2.05M	–	2092
2021 Q4	$2.05M	Buy	+12,000	New	+$2.01M	﹤0.01%	1108
2021 Q1	–	Sell	-150,000	Closed	-$26.8M	–	1773
2020 Q4	$26.8M	Buy	+150,000	New	+$26.4M	0.09%	182
2019 Q3	–	Sell	-177,100	Closed	-$23.6M	–	1388
2019 Q2	$23.6M	Buy	+177,100	New	+$21.9M	0.17%	133
2018 Q4	–	Sell	-100,000	Closed	-$11.3M	–	1291
2018 Q3	$11.3M	Sell	100,000 -108,500	-52%	-$12.4M	0.13%	125
2018 Q2	$24.7M	Buy	208,500 +8,500	+4%	+$1.05M	0.38%	52
2018 Q1	$25.2M	Buy	200,000 +100,000	+100%	+$12.6M	0.48%	54
2017 Q4	$12.4M	Sell	100,000 -1,429,700	-93%	-$173M	0.35%	61
2017 Q3	$186M	Buy	1,529,700 +713,700	+87%	+$86.8M	6.53%	1
2017 Q2	$96.3M	Buy	816,000 +539,900	+196%	+$64.6M	2.62%	3
2017 Q1	$32.8M	Buy	+276,100	New	+$32.1M	0.82%	25
2016 Q2	–	Sell	-419,400	Closed	-$49.3M	–	743
2016 Q1	$49.3M	Buy	+419,400	New	+$47.5M	1.51%	13
2015 Q4	–	Sell	-75,000	Closed	-$8.01M	–	495
2015 Q3	$8.01M	Sell	75,000 -2,381,600	-97%	-$257M	0.19%	109
2015 Q2	$276M	Buy	2,456,600 +2,261,100	+1,157%	+$259M	3.9%	3
2015 Q1	$22.2M	Buy	195,500 +132,600	+211%	+$15.5M	0.36%	57
2014 Q4	$7.14M	Sell	62,900 -487,600	-89%	-$56.3M	0.1%	139
2014 Q3	$64M	Buy	550,500 +319,300	+138%	+$39.4M	0.72%	28
2014 Q2	$29.6M	Sell	231,200 -291,400	-56%	-$36.2M	0.39%	54
2014 Q1	$64.6M	Buy	522,600 +85,500	+20%	+$10.7M	0.82%	23
2013 Q4	$50.8M	Sell	437,100 -766,800	-64%	-$94.2M	0.55%	21
2013 Q3	$154M	Sell	1,203,900 -406,900	-25%	-$52.2M	1.56%	8
2013 Q2	$192M	Buy	+1,610,800	New	+$221M	2.03%	9

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 Investment Advisors's GLD Position: Q1 2026 in Review

Capstone Investment Advisors sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 2,001 shares — an estimated $896K sold.

Capstone Investment Advisors first reported a position in GLD in Q2 2013 and held it in 28 quarters. The position peaked at $58.6M in Q4 2014. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Capstone Investment Advisors reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
Capstone Investment Advisors sold 2,001 SPDR Gold Trust shares in Q1 2026, an estimated $896K.
Capstone Investment Advisors first reported a position in SPDR Gold Trust in Q2 2013 and held it in 28 quarters.
Capstone Investment Advisors's SPDR Gold Trust position peaked at $58.6M in Q4 2014.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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