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
Q2 		– Sell
-100
Closed -$43K – 3330
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors's GLD Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its SPDR Gold Trust (GLD) stake by 0.47% in Q2 2026, buying an estimated $451K and bringing the position to 234,993 shares worth $86.6M. The position accounts for 0.13% of the portfolio, ranked #134.

CAPTRUST Financial Advisors first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. The position peaked at $101M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • CAPTRUST Financial Advisors held 234,993 shares of SPDR Gold Trust worth $86.6M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,089 SPDR Gold Trust shares in Q2 2026, an estimated $451K.
  • SPDR Gold Trust made up 0.13% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #134 holding.
  • CAPTRUST Financial Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • CAPTRUST Financial Advisors's SPDR Gold Trust position peaked at $101M in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.