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

Nelson 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
2026 Q2	$2.82M	Hold	7,658	–	–	0.31%	52
2026 Q1	$3.3M	Hold	7,658	–	–	0.4%	44
2025 Q4	$3.03M	Hold	7,658	–	–	0.36%	52
2025 Q3	$2.72M	Hold	7,658	–	–	0.32%	55
2025 Q2	$2.33M	Hold	7,658	–	–	0.31%	61
2025 Q1	$2.21M	Sell	7,658 -13	-0.2%	-$3.44K	0.38%	62
2024 Q4	$1.86M	Hold	7,671	–	–	0.31%	65
2024 Q3	$1.86M	Buy	7,671 +224	+3%	+$51.3K	0.31%	63
2024 Q2	$1.6M	Buy	7,447 +454	+6%	+$98.2K	0.28%	64
2024 Q1	$1.44M	Sell	6,993 -242	-3%	-$46.4K	0.28%	66
2023 Q4	$1.38M	Buy	7,235 +275	+4%	+$50.4K	0.31%	62
2023 Q3	$1.19M	Hold	6,960	–	–	0.29%	65
2023 Q2	$1.24M	Sell	6,960 -742	-10%	-$136K	0.32%	63
2023 Q1	$1.41M	Buy	7,702 +110	+1%	+$19.4K	0.4%	59
2022 Q4	$1.29M	Buy	7,592 +912	+14%	+$147K	0.38%	61
2022 Q3	$1.03M	Hold	6,680	–	–	0.3%	64
2022 Q2	$1.13M	Buy	6,680 +77	+1%	+$13.4K	0.31%	64
2022 Q1	$1.19M	Buy	6,603 +563	+9%	+$98.8K	0.23%	70
2021 Q4	$1.03M	Hold	6,040	–	–	0.19%	72
2021 Q3	$992K	Hold	6,040	–	–	0.2%	71
2021 Q2	$1M	Sell	6,040 -56	-0.9%	-$9.52K	0.2%	70
2021 Q1	$975K	Hold	6,096	–	–	0.21%	69
2020 Q4	$1.09M	Hold	6,096	–	–	0.23%	64
2020 Q3	$1.08M	Buy	6,096 +140	+2%	+$25.2K	0.19%	64
2020 Q2	$997K	Buy	5,956 +56	+0.9%	+$9.03K	0.22%	63
2020 Q1	$873K	Hold	5,900	–	–	0.23%	61
2019 Q4	$843K	Hold	5,900	–	–	0.18%	67
2019 Q3	$819K	Hold	5,900	–	–	0.19%	60
2019 Q2	$786K	Hold	5,900	–	–	0.19%	62
2019 Q1	$720K	Sell	5,900 -140	-2%	-$17.2K	0.18%	60
2018 Q4	$732K	Sell	6,040 -1,645	-21%	-$191K	0.2%	63
2018 Q3	$867K	Hold	7,685	–	–	0.2%	58
2018 Q2	$912K	Buy	7,685 +1,300	+20%	+$161K	0.23%	58
2018 Q1	$803K	Hold	6,385	–	–	0.21%	59
2017 Q4	$790K	Sell	6,385 -1,850	-22%	-$224K	0.25%	54
2017 Q3	$1M	Hold	8,235	–	–	0.33%	53
2017 Q2	$972K	Buy	8,235 +1,250	+18%	+$150K	0.33%	54
2017 Q1	$829K	Buy	6,985 +1,210	+21%	+$141K	0.28%	54
2016 Q4	$633K	Sell	5,775 -2,500	-30%	-$290K	0.22%	55
2016 Q3	$1.04M	Hold	8,275	–	–	0.37%	51
2016 Q2	$1.05M	Sell	8,275 -60	-0.7%	-$7.22K	0.39%	51
2016 Q1	$981K	Hold	8,335	–	–	0.37%	50
2015 Q4	$846K	Buy	8,335 +15	+0.2%	+$1.59K	0.33%	51
2015 Q3	$889K	Hold	8,320	–	–	0.34%	51
2015 Q2	$935K	Sell	8,320 -150	-2%	-$17.2K	0.34%	52
2015 Q1	$963K	Hold	8,470	–	–	0.35%	53
2014 Q4	$962K	Hold	8,470	–	–	0.36%	52
2014 Q3	$984K	Buy	8,470 +550	+7%	+$67.8K	0.37%	51
2014 Q2	$1.01M	Buy	7,920 +97	+1%	+$12.1K	0.41%	51
2014 Q1	$967K	Hold	7,823	–	–	0.43%	50
2013 Q4	$908K	Sell	7,823 -172	-2%	-$21.1K	0.4%	54
2013 Q3	$1.02M	Hold	7,995	–	–	0.49%	50
2013 Q2	$952K	Buy	+7,995	New	+$1.1M	0.49%	53

Other funds holding GLD

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Nelson Capital Management's GLD Position: Q2 2026 in Review

Nelson Capital Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 7,658 shares worth $2.82M. The position accounts for 0.31% of the portfolio, ranked #52.

Nelson Capital Management first reported a position in GLD in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.3M in Q1 2026. 1,148 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Nelson Capital Management held 7,658 shares of SPDR Gold Trust worth $2.82M as of Q2 2026.
Nelson Capital Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.31% of Nelson Capital Management's portfolio in Q2 2026, its #52 holding.
Nelson Capital Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 53 quarters since.
Nelson Capital Management's SPDR Gold Trust position peaked at $3.3M in Q1 2026.
1,148 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.