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Swan Capital’s SPDR Gold Trust GLD Stock Holding History

Swan 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 		$97.6K Buy
265
+172
+185% +$71.3K 0.03% 62
2026
Q1 		$40K Buy
93
+83
+830% +$37.2K 0.01% 85
2025
Q4 		$3.96K Hold
10
– – ﹤0.01% 260
2025
Q3 		$3.56K Hold
10
– – ﹤0.01% 254
2025
Q2 		$3.05K Hold
10
– – ﹤0.01% 287
2025
Q1 		$2.88K Hold
10
– – ﹤0.01% 219
2024
Q4 		$2.42K Sell
10
-10
-50% -$2.46K ﹤0.01% 223
2024
Q3 		$4.86K Sell
20
-169
-89% -$38.7K ﹤0.01% 179
2024
Q2 		$40.6K Buy
+189
New +$40.9K 0.02% 74

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swan Capital's GLD Position: Q2 2026 in Review

Swan Capital increased its SPDR Gold Trust (GLD) stake by 185% in Q2 2026, buying an estimated $71.3K and bringing the position to 265 shares worth $97.6K. The position accounts for 0.03% of the portfolio, ranked #62.

Swan Capital first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Swan Capital held 265 shares of SPDR Gold Trust worth $97.6K as of Q2 2026.
  • Swan Capital bought 172 SPDR Gold Trust shares in Q2 2026, an estimated $71.3K.
  • SPDR Gold Trust made up 0.03% of Swan Capital's portfolio in Q2 2026, its #62 holding.
  • Swan Capital first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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