CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

CAPTRUST Financial 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 		$43K Buy
+100
New +$44.8K ﹤0.01% 2912
2023
Q4 		– Sell
-700
Closed -$120 – 2719
2023
Q3 		$120 Buy
+700
New +$125K ﹤0.01% 2596

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors's GLD Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its SPDR Gold Trust (GLD) stake by 0.22% in Q1 2026, buying an estimated $235K and bringing the position to 233,904 shares worth $101M. The position accounts for 0.18% of the portfolio, ranked #109.

CAPTRUST Financial Advisors first reported a position in GLD in Q2 2013 and has held it in 51 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • CAPTRUST Financial Advisors held 233,904 shares of SPDR Gold Trust worth $101M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 524 SPDR Gold Trust shares in Q1 2026, an estimated $235K.
  • SPDR Gold Trust made up 0.18% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #109 holding.
  • CAPTRUST Financial Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 51 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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