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Curi RMB Capital’s SPDR Gold Trust GLD Stock Holding History

Curi RMB 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
Q1 		$47.6M Sell
110,693
-3,337
-3% -$1.49M 0.85% 21
2025
Q4 		$45.2M Buy
114,030
+1,908
+2% +$729K 0.78% 26
2025
Q3 		$39.9M Buy
112,122
+63,401
+130% +$20.2M 0.73% 26
2025
Q2 		$14.9M Buy
48,721
+47,432
+3,680% +$14.4M 0.28% 99
2025
Q1 		$371K Buy
+1,289
New +$341K 0.01% 407
2019
Q2 		– Sell
-1,669
Closed -$204K – 781
2019
Q1 		$204K Buy
+1,669
New +$206K 0.01% 736
2018
Q2 		– Sell
-5,651
Closed -$711K – 927
2018
Q1 		$711K Buy
5,651
+3,909
+224% +$493K 0.02% 568
2017
Q4 		$215K Buy
+1,742
New +$211K 0.01% 797
2016
Q3 		– Sell
-2,382
Closed -$301K – 463
2016
Q2 		$301K Buy
+2,382
New +$287K 0.02% 352
2015
Q4 		– Sell
-3,338
Closed -$357K – 458
2015
Q3 		$357K Sell
3,338
-164,923
-98% -$17.8M 0.02% 346
2015
Q2 		$18.9M Buy
168,261
+2,510
+2% +$287K 1.23% 19
2015
Q1 		$18.8M Buy
+165,751
New +$19.4M 1.14% 20

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Curi RMB Capital's GLD Position: Q1 2026 in Review

Curi RMB Capital reduced its SPDR Gold Trust (GLD) stake by 2.9% in Q1 2026, selling an estimated $1.49M and leaving 110,693 shares worth $47.6M. The position accounts for 0.85% of the portfolio, ranked #21.

Curi RMB Capital first reported a position in GLD in Q1 2015 and has held it in 12 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Curi RMB Capital held 110,693 shares of SPDR Gold Trust worth $47.6M as of Q1 2026.
  • Curi RMB Capital sold 3,337 SPDR Gold Trust shares in Q1 2026, an estimated $1.49M.
  • SPDR Gold Trust made up 0.85% of Curi RMB Capital's portfolio in Q1 2026, its #21 holding.
  • Curi RMB Capital first reported a position in SPDR Gold Trust in Q1 2015 and has held it in 12 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.