Capstone Wealth Management Group (Oregon)’s SPDR Gold Trust GLD Stock Holding History

Capstone Wealth Management Group (Oregon)’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 Q3	$1.46M	Sell	3,839 -177	-4%	-$69.2K	0.86%	32
2026 Q2	$1.48M	Sell	4,016 -663	-14%	-$275K	0.89%	31
2026 Q1	$2.01M	Buy	4,679 +45	+1%	+$20.2K	1.24%	26
2025 Q4	$1.84M	Sell	4,634 -9	-0.2%	-$3.44K	1.11%	27
2025 Q3	$1.65M	Buy	4,643 +225	+5%	+$71.7K	1.05%	29
2025 Q2	$1.35M	Buy	4,418 +322	+8%	+$97.5K	0.98%	32
2025 Q1	$1.18M	Buy	4,096 +383	+10%	+$101K	0.94%	31
2024 Q4	$899K	Buy	+3,713	New	+$912K	0.68%	42

Other funds holding GLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s GLD Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its SPDR Gold Trust (GLD) stake by 4.4% in Q3 2026, selling an estimated $69.2K and leaving 3,839 shares worth $1.46M. The position accounts for 0.86% of the portfolio, ranked #32.

Capstone Wealth Management Group (Oregon) first reported a position in GLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q1 2026. 2,053 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Capstone Wealth Management Group (Oregon) held 3,839 shares of SPDR Gold Trust worth $1.46M as of Q3 2026.
Capstone Wealth Management Group (Oregon) sold 177 SPDR Gold Trust shares in Q3 2026, an estimated $69.2K.
SPDR Gold Trust made up 0.86% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #32 holding.
Capstone Wealth Management Group (Oregon) first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 8 quarters since.
Capstone Wealth Management Group (Oregon)'s SPDR Gold Trust position peaked at $2.01M in Q1 2026.
2,053 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.