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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return