CCM
GLD icon

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

Charter 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 		– Sell
-500
Closed -$215K – 77
2026
Q1 		$215K Buy
+500
New +$224K 0.11% 65

Other funds holding GLD

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Charter Capital Management sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 500 shares — an estimated $215K sold.

Charter Capital Management first reported a position in GLD in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 1,696 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Charter Capital Management reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Charter Capital Management sold 500 SPDR Gold Trust shares in Q2 2026, an estimated $215K.
  • Charter Capital Management first reported a position in SPDR Gold Trust in Q1 2026 and held it in 1 quarter.
  • Charter Capital Management's SPDR Gold Trust position peaked at $215K in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.