Stamos Capital Partners’s SPDR Gold Trust GLD Stock Holding History

Stamos Capital Partners’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 Q1	$727K	Sell	1,689 -928	-35%	-$416K	0.11%	124
2025 Q4	$1.04M	Buy	2,617 +200	+8%	+$76.4K	0.17%	119
2025 Q3	$859K	Sell	2,417 -1,889	-44%	-$602K	0.16%	112
2025 Q2	$1.31M	Buy	4,306 +1,228	+40%	+$372K	0.24%	107
2025 Q1	$887K	Sell	3,078 -1,072	-26%	-$283K	0.23%	108
2024 Q4	$1M	Buy	+4,150	New	+$1.02M	0.24%	104
2021 Q4	–	Sell	-12,540	Closed	-$2.06M	–	57
2021 Q3	$2.06M	Buy	12,540 +110	+0.9%	+$18.4K	1.15%	31
2021 Q2	$2.06M	Buy	12,430 +7,230	+139%	+$1.23M	1.09%	33
2021 Q1	$832K	Hold	5,200	–	–	0.42%	40
2020 Q4	$927K	Buy	5,200 +3,000	+136%	+$528K	0.4%	43
2020 Q3	$390K	Buy	+2,200	New	+$395K	0.14%	59

Other funds holding GLD

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Stamos Capital Partners's GLD Position: Q1 2026 in Review

Stamos Capital Partners reduced its SPDR Gold Trust (GLD) stake by 35% in Q1 2026, selling an estimated $416K and leaving 1,689 shares worth $727K. The position accounts for 0.11% of the portfolio, ranked #124.

Stamos Capital Partners first reported a position in GLD in Q3 2020 and has held it in 11 quarters since. The position peaked at $2.06M in Q3 2021. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Stamos Capital Partners held 1,689 shares of SPDR Gold Trust worth $727K as of Q1 2026.
Stamos Capital Partners sold 928 SPDR Gold Trust shares in Q1 2026, an estimated $416K.
SPDR Gold Trust made up 0.11% of Stamos Capital Partners's portfolio in Q1 2026, its #124 holding.
Stamos Capital Partners first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 11 quarters since.
Stamos Capital Partners's SPDR Gold Trust position peaked at $2.06M in Q3 2021.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.