Mountain Capital Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Mountain Capital Investment Advisors’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	$441K	Sell	1,196 -114	-9%	-$47.2K	0.06%	44
2026 Q1	$563K	Buy	1,310 +573	+78%	+$257K	0.08%	28
2025 Q4	$338K	Sell	737 -1,541	-68%	-$589K	0.05%	54
2025 Q3	$811K	Buy	2,278 +1,605	+238%	+$511K	0.14%	23
2025 Q2	$207K	Buy	+673	New	+$204K	0.04%	62
2018 Q3	–	Sell	-2,505	Closed	-$297K	–	47
2018 Q2	$297K	Buy	2,505 +428	+21%	+$53K	0.29%	31
2018 Q1	$261K	Buy	+2,077	New	+$262K	0.28%	26
2017 Q4	–	Sell	-1,248	Closed	-$152K	–	177
2017 Q3	$152K	Buy	1,248 +451	+57%	+$54.8K	0.14%	40
2017 Q2	$94K	Buy	+797	New	+$95.4K	0.09%	87

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

Mountain Capital Investment Advisors's GLD Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 8.7% in Q2 2026, selling an estimated $47.2K and leaving 1,196 shares worth $441K. The position accounts for 0.06% of the portfolio, ranked #44.

Mountain Capital Investment Advisors first reported a position in GLD in Q2 2017 and has held it in 9 quarters since. The position peaked at $811K in Q3 2025. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Mountain Capital Investment Advisors held 1,196 shares of SPDR Gold Trust worth $441K as of Q2 2026.
Mountain Capital Investment Advisors sold 114 SPDR Gold Trust shares in Q2 2026, an estimated $47.2K.
SPDR Gold Trust made up 0.06% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #44 holding.
Mountain Capital Investment Advisors first reported a position in SPDR Gold Trust in Q2 2017 and has held it in 9 quarters since.
Mountain Capital Investment Advisors's SPDR Gold Trust position peaked at $811K in Q3 2025.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.