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GLD icon

WinCap Financial’s SPDR Gold Trust GLD Stock Holding History

WinCap Financial’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 		$456K Hold
1,239
– – 0.25% 66
2026
Q1 		$533K Sell
1,239
-61
-5% -$27.3K 0.35% 65
2025
Q4 		$515K Buy
1,300
+21
+2% +$8.02K 0.35% 67
2025
Q3 		$455K Buy
1,279
+550
+75% +$175K 0.31% 70
2025
Q2 		$222K Buy
+729
New +$221K 0.18% 84

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

WinCap Financial's GLD Position: Q2 2026 in Review

WinCap Financial held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,239 shares worth $456K. The position accounts for 0.25% of the portfolio, ranked #66.

WinCap Financial first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $533K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • WinCap Financial held 1,239 shares of SPDR Gold Trust worth $456K as of Q2 2026.
  • WinCap Financial left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.25% of WinCap Financial's portfolio in Q2 2026, its #66 holding.
  • WinCap Financial first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • WinCap Financial's SPDR Gold Trust position peaked at $533K in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.