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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Swan Capital's GLD Position: Q1 2026 in Review

Swan Capital increased its SPDR Gold Trust (GLD) stake by 830% in Q1 2026, buying an estimated $37.2K and bringing the position to 93 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #85.

Swan Capital first reported a position in GLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $40.6K in Q2 2024. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Swan Capital held 93 shares of SPDR Gold Trust worth $40K as of Q1 2026.
  • Swan Capital bought 83 SPDR Gold Trust shares in Q1 2026, an estimated $37.2K.
  • SPDR Gold Trust made up 0.01% of Swan Capital's portfolio in Q1 2026, its #85 holding.
  • Swan Capital first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 8 quarters since.
  • Swan Capital's SPDR Gold Trust position peaked at $40.6K in Q2 2024.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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