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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

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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. 1,293 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.
  • 1,293 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.