Client First Capital
GLD icon

Client First Capital’s SPDR Gold Trust GLD Stock Holding History

Client First Capital’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
Q3 		$20.3M Buy
53,385
+13,819
+35% +$5.4M 8.09% 5
2026
Q2 		$14.6M Buy
39,566
+103
+0.3% +$42.7K 5.8% 6
2026
Q1 		$17M Sell
39,463
-3,417
-8% -$1.53M 7.37% 6
2025
Q4 		$17M Buy
42,880
+1,008
+2% +$385K 7.16% 6
2025
Q3 		$14.9M Buy
41,872
+168
+0.4% +$53.5K 6.63% 6
2025
Q2 		$12.7M Sell
41,704
-8,634
-17% -$2.61M 5.95% 6
2025
Q1 		$14.5M Sell
50,338
-18,433
-27% -$4.87M 7.43% 5
2024
Q4 		$16.7M Buy
68,771
+3,026
+5% +$744K 8.56% 4
2024
Q3 		$16M Buy
65,745
+9,355
+17% +$2.14M 8.83% 5
2024
Q2 		$12.1M Buy
56,390
+9,213
+20% +$1.99M 7.3% 5
2024
Q1 		$9.7M Sell
47,177
-6,355
-12% -$1.22M 6.8% 5
2023
Q4 		$10.2M Sell
53,532
-6,355
-11% -$1.16M 7.44% 4
2023
Q3 		$10.3M Buy
59,887
+940
+2% +$168K 7.43% 4
2023
Q2 		$10.5M Sell
58,947
-1,018
-2% -$187K 7.8% 4
2023
Q1 		$11M Sell
59,965
-409
-0.7% -$72K 8.39% 5
2022
Q4 		$10.2M Sell
60,374
-1,710
-3% -$275K 8.01% 4
2022
Q3 		$9.6M Buy
62,084
+1,749
+3% +$281K 7.04% 5
2022
Q2 		$10.2M Buy
60,335
+705
+1% +$123K 7.81% 4
2022
Q1 		$10.8M Buy
59,630
+44,873
+304% +$7.87M 7.25% 5
2021
Q4 		$2.52M Buy
+14,757
New +$2.48M 1.79% 16

Other funds holding GLD

PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Client First Capital's GLD Position: Q3 2026 in Review

Client First Capital increased its SPDR Gold Trust (GLD) stake by 35% in Q3 2026, buying an estimated $5.4M and bringing the position to 53,385 shares worth $20.3M. The position accounts for 8.09% of the portfolio, ranked #5.

Client First Capital first reported a position in GLD in Q4 2021 and has held it in 20 quarters since. 1,518 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Client First Capital held 53,385 shares of SPDR Gold Trust worth $20.3M as of Q3 2026.
  • Client First Capital bought 13,819 SPDR Gold Trust shares in Q3 2026, an estimated $5.4M.
  • SPDR Gold Trust made up 8.09% of Client First Capital's portfolio in Q3 2026, its #5 holding.
  • Client First Capital first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 20 quarters since.
  • 1,518 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Client First Capital's 13F filing for Q3 2026, filed 22 Oct 2026.