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 Q2	$737K	Hold	2,000	–	–	0.29%	19
2026 Q1	$861K	Hold	2,000	–	–	0.37%	18
2025 Q4	$793K	Buy	+2,000	New	+$764K	0.33%	19
2025 Q3	–	Sell	-2,000	Closed	-$610K	–	23
2025 Q2	$610K	Buy	+2,000	New	+$606K	0.29%	17

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Client First Capital's GLD Position: Q2 2026 in Review

Client First Capital increased its SPDR Gold Trust (GLD) stake by 0.26% in Q2 2026, buying an estimated $42.7K and bringing the position to 39,566 shares worth $14.6M. The position accounts for 5.8% of the portfolio, ranked #6.

Client First Capital first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $17M in Q4 2025. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Client First Capital held 39,566 shares of SPDR Gold Trust worth $14.6M as of Q2 2026.
Client First Capital bought 103 SPDR Gold Trust shares in Q2 2026, an estimated $42.7K.
SPDR Gold Trust made up 5.8% of Client First Capital's portfolio in Q2 2026, its #6 holding.
Client First Capital first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
Client First Capital's SPDR Gold Trust position peaked at $17M in Q4 2025.
1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Client First Capital's 13F filing for Q2 2026, filed 13 Jul 2026.