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 		– Sell
-2,000
Closed -$737K – 34
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

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. 1,546 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.
  • 1,546 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.