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Vanguard Capital Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Vanguard 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
Q2 		$397K Sell
1,077
-100
-8% -$41.4K 0.27% 75
2026
Q1 		$506K Hold
1,177
– – 0.47% 53
2025
Q4 		$466K Sell
1,177
-115
-9% -$43.9K 0.37% 57
2025
Q3 		$459K Buy
1,292
+21
+2% +$6.69K 0.37% 64
2025
Q2 		$387K Sell
1,271
-186
-13% -$56.3K 0.38% 57
2025
Q1 		$420K Sell
1,457
-27
-2% -$7.14K 0.51% 45
2024
Q4 		$359K Sell
1,484
-2,690
-64% -$661K 0.39% 59
2024
Q3 		$1.01M Buy
4,174
+1,241
+42% +$284K 1.07% 20
2024
Q2 		$631K Sell
2,933
-2,444
-45% -$529K 0.43% 48
2024
Q1 		$1.11M Buy
5,377
+573
+12% +$110K 0.78% 27
2023
Q4 		$918K Buy
4,804
+84
+2% +$15.4K 0.74% 25
2023
Q3 		$809K Sell
4,720
-925
-16% -$165K 0.75% 29
2023
Q2 		$1.01M Sell
5,645
-1,788
-24% -$329K 0.91% 21
2023
Q1 		$1.36M Buy
7,433
+5,125
+222% +$902K 1.36% 19
2022
Q4 		$392K Sell
2,308
-351
-13% -$56.5K 0.45% 57
2022
Q3 		$412K Sell
2,659
-4,173
-61% -$671K 0.5% 55
2022
Q2 		$1.15M Sell
6,832
-10,797
-61% -$1.89M 1.3% 16
2022
Q1 		$3.18M Buy
17,629
+6,870
+64% +$1.21M 2.28% 7
2021
Q4 		$1.84M Sell
10,759
-1,181
-10% -$198K 1.32% 16
2021
Q3 		$1.96K Buy
11,940
+5,840
+96% +$978K 1.31% 17
2021
Q2 		$1.01M Buy
6,100
+3,725
+157% +$633K 0.77% 32
2021
Q1 		$387K Sell
2,375
-900
-27% -$151K 0.33% 79
2020
Q4 		$581K Buy
+3,275
New +$577K 0.53% 50
2018
Q1 		– Sell
-2,213
Closed -$274K – 118
2017
Q4 		$274K Buy
+2,213
New +$268K 0.34% 87

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Vanguard Capital Wealth Advisors's GLD Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 8.5% in Q2 2026, selling an estimated $41.4K and leaving 1,077 shares worth $397K. The position accounts for 0.27% of the portfolio, ranked #75.

Vanguard Capital Wealth Advisors first reported a position in GLD in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.18M in Q1 2022. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 1,077 shares of SPDR Gold Trust worth $397K as of Q2 2026.
  • Vanguard Capital Wealth Advisors sold 100 SPDR Gold Trust shares in Q2 2026, an estimated $41.4K.
  • SPDR Gold Trust made up 0.27% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Vanguard Capital Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 24 quarters since.
  • Vanguard Capital Wealth Advisors's SPDR Gold Trust position peaked at $3.18M in Q1 2022.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.