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 Q2	$413K	Hold	1,120	–	–	0.09%	24
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Carmel Capital Management's GLD Position: Q2 2026 in Review

Carmel Capital Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,120 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #24.

Carmel Capital Management first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $482K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Carmel Capital Management held 1,120 shares of SPDR Gold Trust worth $413K as of Q2 2026.
Carmel Capital Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.09% of Carmel Capital Management's portfolio in Q2 2026, its #24 holding.
Carmel Capital Management first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
Carmel Capital Management's SPDR Gold Trust position peaked at $482K in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Carmel Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.