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

Objective 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
2025 Q1	–	Sell	-906	Closed	-$219K	–	98
2024 Q4	$219K	Hold	906	–	–	0.15%	130
2024 Q3	$220K	Buy	+906	New	+$207K	0.13%	134
2023 Q3	–	Sell	-1,124	Closed	-$200K	–	105
2023 Q2	$200K	Hold	1,124	–	–	0.18%	96
2023 Q1	$206K	Buy	+1,124	New	+$198K	0.19%	94
2022 Q2	–	Sell	-1,296	Closed	-$234K	–	99
2022 Q1	$234K	Sell	1,296 -171	-12%	-$30K	0.18%	97
2021 Q4	$251K	Buy	+1,467	New	+$246K	0.18%	101

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Objective Capital Management's GLD Position: Q1 2025 in Review

Objective Capital Management sold out of SPDR Gold Trust (GLD) in Q1 2025, closing a stake of 906 shares — an estimated $219K sold.

Objective Capital Management first reported a position in GLD in Q4 2021 and held it in 6 quarters. The position peaked at $251K in Q4 2021. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

Objective Capital Management reported no remaining SPDR Gold Trust position as of Q1 2025 after selling out during the quarter.
Objective Capital Management sold 906 SPDR Gold Trust shares in Q1 2025, an estimated $219K.
Objective Capital Management first reported a position in SPDR Gold Trust in Q4 2021 and held it in 6 quarters.
Objective Capital Management's SPDR Gold Trust position peaked at $251K in Q4 2021.
2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.