MAI Capital Management’s SPDR Gold Trust GLD Stock Holding History

MAI Capital Management’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
2020 Q4	–	Sell	-1,300	Closed	-$230K	–	687
2020 Q3	$230K	Buy	+1,300	New	+$234K	0.01%	522

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAI Capital Management's GLD Position: Q1 2026 in Review

MAI Capital Management increased its SPDR Gold Trust (GLD) stake by 8.5% in Q1 2026, buying an estimated $1.96M and bringing the position to 55,760 shares worth $24M. The position accounts for 0.14% of the portfolio, ranked #143.

MAI Capital Management first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

MAI Capital Management held 55,760 shares of SPDR Gold Trust worth $24M as of Q1 2026.
MAI Capital Management bought 4,368 SPDR Gold Trust shares in Q1 2026, an estimated $1.96M.
SPDR Gold Trust made up 0.14% of MAI Capital Management's portfolio in Q1 2026, its #143 holding.
MAI Capital Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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