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Alvarez & Marsal Private Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$1.23M Hold
3,335
– – 0.16% 32
2026
Q1 		$1.44M Hold
3,335
– – 0.2% 31
2025
Q4 		$1.32M Buy
+3,335
New +$1.27M 0.25% 27

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's GLD Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 3,335 shares worth $1.23M. The position accounts for 0.16% of the portfolio, ranked #32.

Alvarez & Marsal Private Wealth Partners first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 3,335 shares of SPDR Gold Trust worth $1.23M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.16% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's SPDR Gold Trust position peaked at $1.44M in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.