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

Carmel Capital 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	$219K	Buy	595 +25	+4%	+$10.4K	0.07%	123
2026 Q1	$245K	Buy	+570	New	+$255K	0.09%	104
2023 Q4	–	Sell	-1,138	Closed	-$195K	–	359
2023 Q3	$195K	Buy	1,138 +1,038	+1,038%	+$186K	0.09%	150
2023 Q2	$17.8K	Hold	100	–	–	0.01%	260
2023 Q1	$18.3K	Buy	+100	New	+$17.6K	0.01%	297

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 Partners's GLD Position: Q2 2026 in Review

Carmel Capital Partners increased its SPDR Gold Trust (GLD) stake by 4.4% in Q2 2026, buying an estimated $10.4K and bringing the position to 595 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #123.

Carmel Capital Partners first reported a position in GLD in Q1 2023 and has held it in 5 quarters since. The position peaked at $245K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Carmel Capital Partners held 595 shares of SPDR Gold Trust worth $219K as of Q2 2026.
Carmel Capital Partners bought 25 SPDR Gold Trust shares in Q2 2026, an estimated $10.4K.
SPDR Gold Trust made up 0.07% of Carmel Capital Partners's portfolio in Q2 2026, its #123 holding.
Carmel Capital Partners first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 5 quarters since.
Carmel Capital Partners's SPDR Gold Trust position peaked at $245K in Q1 2026.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.