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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s GLD Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its SPDR Gold Trust (GLD) stake by 14% in Q2 2026, selling an estimated $275K and leaving 4,016 shares worth $1.48M. The position accounts for 0.89% of the portfolio, ranked #31.

Capstone Wealth Management Group (Oregon) first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 4,016 shares of SPDR Gold Trust worth $1.48M as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 663 SPDR Gold Trust shares in Q2 2026, an estimated $275K.
SPDR Gold Trust made up 0.89% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #31 holding.
Capstone Wealth Management Group (Oregon) first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s SPDR Gold Trust position peaked at $2.01M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.