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Wolf Group Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Wolf Group Capital 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
2025
Q1 		$647K Buy
2,247
+405
+22% +$107K 0.22% 101
2024
Q4 		$328K Hold
1,842
– – 0.16% 95
2024
Q3 		$328K Buy
1,842
+155
+9% +$35.5K 0.16% 96
2024
Q2 		$363K Sell
1,687
-155
-8% -$33.5K 0.14% 100
2024
Q1 		$328K Hold
1,842
– – 0.16% 96
2023
Q4 		$328K Sell
1,842
-28
-1% -$5.13K 0.16% 97
2023
Q3 		$321K Buy
1,870
+28
+2% +$5.01K 0.15% 96
2023
Q2 		$338K Hold
1,842
– – 0.17% 95
2023
Q1 		$337K Sell
1,842
-1,380
-43% -$243K 0.17% 93
2022
Q4 		$547K Buy
+3,222
New +$519K 0.26% 83

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Wolf Group Capital Advisors's GLD Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its SPDR Gold Trust (GLD) stake by 22% in Q1 2025, buying an estimated $107K and bringing the position to 2,247 shares worth $647K. The position accounts for 0.22% of the portfolio, ranked #101.

Wolf Group Capital Advisors first reported a position in GLD in Q4 2022 and has held it in 10 quarters since. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

  • Wolf Group Capital Advisors held 2,247 shares of SPDR Gold Trust worth $647K as of Q1 2025.
  • Wolf Group Capital Advisors bought 405 SPDR Gold Trust shares in Q1 2025, an estimated $107K.
  • SPDR Gold Trust made up 0.22% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #101 holding.
  • Wolf Group Capital Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 10 quarters since.
  • 2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.