Cerity Partners
GLD icon

Cerity Partners’s SPDR Gold Trust GLD Stock Holding History

Cerity 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 		$156M Sell
423,832
-6,217
-1% -$2.58M 0.19% 110
2026
Q1 		$185M Sell
430,049
-8,201
-2% -$3.67M 0.26% 74
2025
Q4 		$174M Buy
438,250
+9,702
+2% +$3.71M 0.25% 78
2025
Q3 		$152M Buy
428,548
+1,798
+0.4% +$573K 0.25% 81
2025
Q2 		$130M Sell
426,750
-15,455
-3% -$4.68M 0.23% 91
2025
Q1 		$127M Buy
442,205
+2,192
+0.5% +$580K 0.26% 84
2024
Q4 		$107M Sell
440,013
-636
-0.1% -$156K 0.23% 91
2024
Q3 		$107M Buy
440,649
+41,025
+10% +$9.39M 0.24% 88
2024
Q2 		$85.9M Buy
399,624
+17,174
+4% +$3.71M 0.23% 96
2024
Q1 		$78.8M Sell
382,450
-46,788
-11% -$8.98M 0.21% 105
2023
Q4 		$82.1M Buy
429,238
+136,723
+47% +$25.1M 0.27% 85
2023
Q3 		$50.2M Sell
292,515
-95,742
-25% -$17.1M 0.24% 105
2023
Q2 		$69.2M Buy
388,257
+17,933
+5% +$3.3M 0.27% 86
2023
Q1 		$67.9M Buy
370,324
+19,469
+6% +$3.43M 0.16% 97
2022
Q4 		$59.5M Buy
350,855
+86,833
+33% +$14M 0.38% 63
2022
Q3 		$40.8M Sell
264,022
-1,415
-0.5% -$228K 0.49% 38
2022
Q2 		$44.7M Sell
265,437
-23,572
-8% -$4.12M 0.49% 36
2022
Q1 		$32.2M Sell
289,009
-35,553
-11% -$6.24M 0.5% 41
2021
Q4 		$36.2M Buy
324,562
+161,343
+99% +$27.1M 0.55% 36
2021
Q3 		$26.8M Sell
163,219
-6,770
-4% -$1.13M 0.59% 33
2021
Q2 		$28.2M Sell
169,989
-7,301
-4% -$1.24M 0.62% 31
2021
Q1 		$28.4M Buy
177,290
+105,377
+147% +$17.7M 0.67% 28
2020
Q4 		$12.8M Sell
71,913
-6,469
-8% -$1.14M 0.41% 49
2020
Q3 		$13.9M Buy
78,382
+945
+1% +$170K 0.57% 33
2020
Q2 		$13M Sell
77,437
-18,514
-19% -$2.99M 0.72% 21
2020
Q1 		$14.2M Buy
95,951
+7,659
+9% +$1.14M 0.89% 18
2019
Q4 		$12.6M Buy
88,292
+86,820
+5,898% +$12.1M 0.64% 27
2019
Q3 		$205K Buy
+1,472
New +$205K 0.01% 453

Other funds holding GLD

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners's GLD Position: Q2 2026 in Review

Cerity Partners reduced its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2026, selling an estimated $2.58M and leaving 423,832 shares worth $156M. The position accounts for 0.19% of the portfolio, ranked #110.

Cerity Partners first reported a position in GLD in Q3 2019 and has held it in 28 quarters since. The position peaked at $185M in Q1 2026. 2,812 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cerity Partners held 423,832 shares of SPDR Gold Trust worth $156M as of Q2 2026.
  • Cerity Partners sold 6,217 SPDR Gold Trust shares in Q2 2026, an estimated $2.58M.
  • SPDR Gold Trust made up 0.19% of Cerity Partners's portfolio in Q2 2026, its #110 holding.
  • Cerity Partners first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 28 quarters since.
  • Cerity Partners's SPDR Gold Trust position peaked at $185M in Q1 2026.
  • 2,812 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.