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Cerity Partners OCIO’s SPDR Gold Trust GLD Stock Holding History

Cerity Partners OCIO’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 		$117M Buy
272,262
+30,382
+13% +$13.6M 7.03% 7
2025
Q4 		$95.9M Sell
241,880
-53,018
-18% -$20.2M 5.3% 8
2025
Q3 		$105M Sell
294,898
-6,814
-2% -$2.17M 5.35% 6
2025
Q2 		$92M Sell
301,712
-29,165
-9% -$8.83M 5.1% 7
2025
Q1 		$95.3M Sell
330,877
-11,715
-3% -$3.1M 5.39% 6
2024
Q4 		$83M Sell
342,592
-8,267
-2% -$2.03M 5.5% 5
2024
Q3 		$85.3M Sell
350,859
-13,933
-4% -$3.19M 6.86% 6
2024
Q2 		$78.4M Buy
+364,792
New +$78.9M 6.01% 8
2022
Q4 		$202K Sell
1,192
-15,212
-93% -$2.45M 0.01% 412
2022
Q3 		$2.54M Buy
16,404
+14,174
+636% +$2.28M 0.09% 131
2022
Q2 		$376K Sell
2,230
-15,555
-87% -$2.72M 0.01% 337
2022
Q1 		$3.21M Buy
17,785
+16,414
+1,197% +$2.88M 0.1% 104
2021
Q4 		$234K Sell
1,371
-90
-6% -$15.1K 0.01% 390
2021
Q3 		$240K Buy
1,461
+57
+4% +$9.54K 0.01% 383
2021
Q2 		$233K Sell
1,404
-920
-40% -$156K 0.01% 372
2021
Q1 		$372K Buy
+2,324
New +$391K 0.01% 317
2016
Q3 		– Sell
-1,783
Closed -$225K – 215
2016
Q2 		$225K Sell
1,783
-1
-0.1% -$120 0.02% 192
2016
Q1 		$210K Buy
+1,784
New +$202K 0.02% 204
2015
Q4 		– Sell
-1,932
Closed -$208K – 224
2015
Q3 		$208K Sell
1,932
-11
-0.6% -$1.19K 0.02% 210
2015
Q2 		$218K Sell
1,943
-176
-8% -$20.1K 0.02% 204
2015
Q1 		$241K Buy
+2,119
New +$248K 0.03% 194
2014
Q4 		– Sell
-2,904
Closed -$337K – 195
2014
Q3 		$337K Buy
2,904
+997
+52% +$123K 0.04% 144
2014
Q2 		$244K Sell
1,907
-145
-7% -$18K 0.03% 157
2014
Q1 		$254K Buy
+2,052
New +$256K 0.04% 138
2013
Q4 		– Sell
-2,774
Closed -$356K – 163
2013
Q3 		$356K Buy
2,774
+154
+6% +$19.8K 0.07% 98
2013
Q2 		$312K Buy
+2,620
New +$359K 0.06% 112

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

Cerity Partners OCIO's GLD Position: Q1 2026 in Review

Cerity Partners OCIO increased its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, buying an estimated $13.6M and bringing the position to 272,262 shares worth $117M. The position accounts for 7.03% of the portfolio, ranked #7.

Cerity Partners OCIO first reported a position in GLD in Q2 2013 and has held it in 26 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Cerity Partners OCIO held 272,262 shares of SPDR Gold Trust worth $117M as of Q1 2026.
  • Cerity Partners OCIO bought 30,382 SPDR Gold Trust shares in Q1 2026, an estimated $13.6M.
  • SPDR Gold Trust made up 7.03% of Cerity Partners OCIO's portfolio in Q1 2026, its #7 holding.
  • Cerity Partners OCIO first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 26 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Cerity Partners OCIO's 13F filing for Q1 2026, filed 15 May 2026.