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 Q2	$1.02M	Buy	2,763 +1,074	+64%	+$445K	0.16%	117
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Stamos Capital Partners's GLD Position: Q2 2026 in Review

Stamos Capital Partners increased its SPDR Gold Trust (GLD) stake by 64% in Q2 2026, buying an estimated $445K and bringing the position to 2,763 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #117.

Stamos Capital Partners first reported a position in GLD in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.06M in Q3 2021. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Stamos Capital Partners held 2,763 shares of SPDR Gold Trust worth $1.02M as of Q2 2026.
Stamos Capital Partners bought 1,074 SPDR Gold Trust shares in Q2 2026, an estimated $445K.
SPDR Gold Trust made up 0.16% of Stamos Capital Partners's portfolio in Q2 2026, its #117 holding.
Stamos Capital Partners first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 12 quarters since.
Stamos Capital Partners's SPDR Gold Trust position peaked at $2.06M in Q3 2021.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.