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Cardinal Point Capital Management’s SPDR Gold Trust GLD Stock Holding History

Cardinal Point Capital Management’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 		$1.22M Buy
3,317
+120
+4% +$49.7K 0.07% 114
2026
Q1 		$1.38M Hold
3,197
– – 0.08% 102
2025
Q4 		$1.27M Buy
3,197
+499
+18% +$191K 0.08% 106
2025
Q3 		$994K Buy
2,698
+920
+52% +$293K 0.07% 112
2025
Q2 		$542K Hold
1,778
– – 0.04% 138
2025
Q1 		$512K Sell
1,778
-1,520
-46% -$402K 0.05% 116
2024
Q4 		$799K Buy
3,298
+770
+30% +$189K 0.13% 41
2024
Q3 		$614K Hold
2,528
– – 0.1% 46
2024
Q2 		$544K Buy
2,528
+230
+10% +$49.7K 0.09% 50
2024
Q1 		$473K Hold
2,298
– – 0.09% 47
2023
Q4 		$439K Sell
2,298
-239
-9% -$43.8K 0.11% 48
2023
Q3 		$435K Buy
2,537
+44
+2% +$7.87K 0.11% 48
2023
Q2 		$444K Sell
2,493
-1,550
-38% -$285K 0.13% 45
2023
Q1 		$741K Sell
4,043
-114
-3% -$20.1K 0.23% 41
2022
Q4 		$705K Buy
+4,157
New +$670K 0.24% 35

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

Cardinal Point Capital Management's GLD Position: Q2 2026 in Review

Cardinal Point Capital Management increased its SPDR Gold Trust (GLD) stake by 3.8% in Q2 2026, buying an estimated $49.7K and bringing the position to 3,317 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #114.

Cardinal Point Capital Management first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cardinal Point Capital Management held 3,317 shares of SPDR Gold Trust worth $1.22M as of Q2 2026.
  • Cardinal Point Capital Management bought 120 SPDR Gold Trust shares in Q2 2026, an estimated $49.7K.
  • SPDR Gold Trust made up 0.07% of Cardinal Point Capital Management's portfolio in Q2 2026, its #114 holding.
  • Cardinal Point Capital Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Cardinal Point Capital Management's SPDR Gold Trust position peaked at $1.38M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.