MCC
GLD icon

Money Concepts Capital’s SPDR Gold Trust GLD Stock Holding History

Money Concepts 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 		$3.79M Buy
8,807
+952
+12% +$426K 0.21% 108
2025
Q4 		$3.11M Buy
7,855
+2,724
+53% +$1.04M 0.17% 122
2025
Q3 		$1.82M Buy
5,131
+1,870
+57% +$596K 0.11% 182
2025
Q2 		$994K Buy
3,261
+479
+17% +$145K 0.07% 242
2025
Q1 		$802K Buy
2,782
+23
+0.8% +$6.08K 0.06% 247
2024
Q4 		$668K Buy
2,759
+413
+18% +$101K 0.05% 263
2024
Q3 		$570K Buy
2,346
+423
+22% +$96.9K 0.04% 281
2024
Q2 		$413K Sell
1,923
-1
-0.1% -$216 0.03% 304
2024
Q1 		$396K Hold
1,924
– – 0.04% 308
2023
Q4 		$368K Sell
1,924
-18,587
-91% -$3.41M 0.03% 312
2023
Q3 		$3.52M Sell
20,511
-1,328
-6% -$237K 0.37% 83
2023
Q2 		$3.89M Sell
21,839
-65,692
-75% -$12.1M 0.4% 77
2023
Q1 		$967K Buy
87,531
+62,670
+252% +$11M 0.05% 226
2022
Q4 		$4.22M Buy
24,861
+18,454
+288% +$2.97M 0.19% 103
2022
Q3 		$991K Sell
6,407
-7,258
-53% -$1.17M 0.06% 231
2022
Q2 		$2.3M Sell
13,665
-10,585
-44% -$1.85M 0.2% 118
2022
Q1 		$4.38M Buy
24,250
+12,135
+100% +$2.13M 0.25% 84
2021
Q4 		$2.07M Buy
+12,115
New +$2.03M 0.18% 135
2021
Q1 		$2M Sell
12,499
-4,347
-26% -$731K 0.16% 139
2020
Q4 		$3M Buy
+16,846
New +$2.97M 0.28% 92

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

Money Concepts Capital's GLD Position: Q1 2026 in Review

Money Concepts Capital increased its SPDR Gold Trust (GLD) stake by 12% in Q1 2026, buying an estimated $426K and bringing the position to 8,807 shares worth $3.79M. The position accounts for 0.21% of the portfolio, ranked #108.

Money Concepts Capital first reported a position in GLD in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.38M in Q1 2022. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Money Concepts Capital held 8,807 shares of SPDR Gold Trust worth $3.79M as of Q1 2026.
  • Money Concepts Capital bought 952 SPDR Gold Trust shares in Q1 2026, an estimated $426K.
  • SPDR Gold Trust made up 0.21% of Money Concepts Capital's portfolio in Q1 2026, its #108 holding.
  • Money Concepts Capital first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's SPDR Gold Trust position peaked at $4.38M in Q1 2022.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.