U.S. Capital Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

U.S. Capital Wealth Advisors’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	$16.1M	Buy	37,532 +1,372	+4%	+$614K	0.41%	55
2025 Q4	$14.3M	Sell	36,160 -658	-2%	-$251K	0.37%	61
2025 Q3	$13.1M	Buy	36,818 +4,622	+14%	+$1.47M	0.35%	64
2025 Q2	$9.81M	Buy	32,196 +1,303	+4%	+$395K	0.29%	86
2025 Q1	$8.9M	Sell	30,893 -93	-0.3%	-$24.6K	0.27%	92
2024 Q4	$7.5M	Buy	30,986 +1,486	+5%	+$365K	0.23%	102
2024 Q3	$7.17M	Buy	29,500 +581	+2%	+$133K	0.25%	88
2024 Q2	$6.22M	Sell	28,919 -138	-0.5%	-$29.8K	0.24%	101
2024 Q1	$5.98M	Buy	29,057 +9	+0%	+$1.73K	0.23%	107
2023 Q4	$5.55M	Sell	29,048 -1,904	-6%	-$349K	0.22%	106
2023 Q3	$5.31M	Sell	30,952 -3,550	-10%	-$635K	0.24%	95
2023 Q2	$6.15M	Sell	34,502 -5,076	-13%	-$933K	0.29%	87
2023 Q1	$7.25M	Buy	39,578 +1,040	+3%	+$183K	0.34%	71
2022 Q4	$6.54M	Sell	38,538 -10,956	-22%	-$1.76M	0.3%	73
2022 Q3	$7.66M	Sell	49,494 -8,950	-15%	-$1.44M	0.39%	51
2022 Q2	$9.85M	Buy	58,444 +23,518	+67%	+$4.11M	0.43%	43
2022 Q1	$6.31M	Buy	34,926 +14,741	+73%	+$2.59M	0.23%	94
2021 Q4	$3.45M	Sell	20,185 -9,257	-31%	-$1.55M	0.14%	169
2021 Q3	$4.91M	Buy	+29,442	New	+$4.93M	0.21%	118

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

U.S. Capital Wealth Advisors's GLD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 3.8% in Q1 2026, buying an estimated $614K and bringing the position to 37,532 shares worth $16.1M. The position accounts for 0.41% of the portfolio, ranked #55.

U.S. Capital Wealth Advisors first reported a position in GLD in Q3 2021 and has held it in 19 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

U.S. Capital Wealth Advisors held 37,532 shares of SPDR Gold Trust worth $16.1M as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,372 SPDR Gold Trust shares in Q1 2026, an estimated $614K.
SPDR Gold Trust made up 0.41% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #55 holding.
U.S. Capital Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 19 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.