North Capital’s SPDR Gold Trust GLD Stock Holding History

North 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 Q2	$765K	Buy	2,076 +189	+10%	+$78.3K	0.58%	24
2026 Q1	$812K	Sell	1,887 -1	-0.1%	-$448	0.69%	22
2025 Q4	$748K	Buy	1,888 +189	+11%	+$72.2K	0.64%	24
2025 Q3	$604K	Buy	1,699 +774	+84%	+$247K	0.47%	28
2025 Q2	$282K	Sell	925 -49	-5%	-$14.8K	0.24%	56
2025 Q1	$281K	Buy	+974	New	+$258K	0.26%	54

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

North Capital's GLD Position: Q2 2026 in Review

North Capital increased its SPDR Gold Trust (GLD) stake by 10% in Q2 2026, buying an estimated $78.3K and bringing the position to 2,076 shares worth $765K. The position accounts for 0.58% of the portfolio, ranked #24.

North Capital first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $812K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

North Capital held 2,076 shares of SPDR Gold Trust worth $765K as of Q2 2026.
North Capital bought 189 SPDR Gold Trust shares in Q2 2026, an estimated $78.3K.
SPDR Gold Trust made up 0.58% of North Capital's portfolio in Q2 2026, its #24 holding.
North Capital first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
North Capital's SPDR Gold Trust position peaked at $812K in Q1 2026.
1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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