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Carmel Capital Management’s SPDR Gold Trust GLD Stock Holding History

Carmel Capital Management’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 		$482K Hold
1,120
– – 0.14% 25
2025
Q4 		$444K Hold
1,120
– – 0.13% 23
2025
Q3 		$398K Buy
1,120
+165
+17% +$52.6K 0.12% 25
2025
Q2 		$291K Sell
955
-50
-5% -$15.1K 0.1% 25
2025
Q1 		$290K Hold
1,005
– – 0.12% 25
2024
Q4 		$243K Hold
1,005
– – 0.09% 26
2024
Q3 		$244K Hold
1,005
– – 0.09% 27
2024
Q2 		$216K Hold
1,005
– – 0.08% 27
2024
Q1 		$207K Buy
+1,005
New +$193K 0.08% 29

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Carmel Capital Management's GLD Position: Q1 2026 in Review

Carmel Capital Management held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 1,120 shares worth $482K. The position accounts for 0.14% of the portfolio, ranked #25.

Carmel Capital Management first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Carmel Capital Management held 1,120 shares of SPDR Gold Trust worth $482K as of Q1 2026.
  • Carmel Capital Management left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.14% of Carmel Capital Management's portfolio in Q1 2026, its #25 holding.
  • Carmel Capital Management first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Carmel Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.