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 Q2	$42.3M	Buy	114,940 +4,247	+4%	+$1.76M	0.65%	29
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Curi RMB Capital's GLD Position: Q2 2026 in Review

Curi RMB Capital increased its SPDR Gold Trust (GLD) stake by 3.8% in Q2 2026, buying an estimated $1.76M and bringing the position to 114,940 shares worth $42.3M. The position accounts for 0.65% of the portfolio, ranked #29.

Curi RMB Capital first reported a position in GLD in Q1 2015 and has held it in 13 quarters since. The position peaked at $47.6M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Curi RMB Capital held 114,940 shares of SPDR Gold Trust worth $42.3M as of Q2 2026.
Curi RMB Capital bought 4,247 SPDR Gold Trust shares in Q2 2026, an estimated $1.76M.
SPDR Gold Trust made up 0.65% of Curi RMB Capital's portfolio in Q2 2026, its #29 holding.
Curi RMB Capital first reported a position in SPDR Gold Trust in Q1 2015 and has held it in 13 quarters since.
Curi RMB Capital's SPDR Gold Trust position peaked at $47.6M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.