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 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 $1.37T 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 Wealth Management Group (Oregon)'s GLD Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) increased its SPDR Gold Trust (GLD) stake by 0.97% in Q1 2026, buying an estimated $20.2K and bringing the position to 4,679 shares worth $2.01M. The position accounts for 1.24% of the portfolio, ranked #26.

Capstone Wealth Management Group (Oregon) first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 4,679 shares of SPDR Gold Trust worth $2.01M as of Q1 2026.
Capstone Wealth Management Group (Oregon) bought 45 SPDR Gold Trust shares in Q1 2026, an estimated $20.2K.
SPDR Gold Trust made up 1.24% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #26 holding.
Capstone Wealth Management Group (Oregon) first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.