CapWealth Advisors’s SPDR Gold Trust GLD Stock Holding History

CapWealth 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
2025 Q1	–	Sell	-902	Closed	-$218K	–	102
2024 Q4	$218K	Sell	902 -75	-8%	-$18.4K	0.02%	99
2024 Q3	$237K	Hold	977	–	–	0.03%	103
2024 Q2	$210K	Hold	977	–	–	0.03%	93
2024 Q1	$201K	Buy	+977	New	+$188K	0.02%	96
2016 Q4	–	Sell	-455	Closed	-$57K	–	154
2016 Q3	$57K	Hold	455	–	–	0.01%	133
2016 Q2	$58K	Buy	455 +220	+94%	+$26.5K	0.01%	134
2016 Q1	$28K	Hold	235	–	–	0.01%	172
2015 Q4	$24K	Hold	235	–	–	0.01%	155
2015 Q3	$25K	Sell	235 -75	-24%	-$8.08K	0.01%	149
2015 Q2	$35K	Buy	310 +18	+6%	+$2.06K	0.01%	134
2015 Q1	$33K	Buy	+292	New	+$34.2K	0.01%	148
2014 Q4	–	Sell	-382	Closed	-$44K	–	166
2014 Q3	$44K	Hold	382	–	–	0.01%	137
2014 Q2	$49K	Sell	382 -25	-6%	-$3.11K	0.01%	142
2014 Q1	$50K	Hold	407	–	–	0.01%	129
2013 Q4	$47K	Hold	407	–	–	0.01%	144
2013 Q3	$52K	Sell	407 -445	-52%	-$57.1K	0.01%	144
2013 Q2	$101K	Buy	+852	New	+$117K	0.03%	116

Other funds holding GLD

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CapWealth Advisors's GLD Position: Q1 2025 in Review

CapWealth Advisors sold out of SPDR Gold Trust (GLD) in Q1 2025, closing a stake of 902 shares — an estimated $218K sold.

CapWealth Advisors first reported a position in GLD in Q2 2013 and held it in 17 quarters. The position peaked at $237K in Q3 2024. 2,582 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

CapWealth Advisors reported no remaining SPDR Gold Trust position as of Q1 2025 after selling out during the quarter.
CapWealth Advisors sold 902 SPDR Gold Trust shares in Q1 2025, an estimated $218K.
CapWealth Advisors first reported a position in SPDR Gold Trust in Q2 2013 and held it in 17 quarters.
CapWealth Advisors's SPDR Gold Trust position peaked at $237K in Q3 2024.
2,582 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on CapWealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.