Choate Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Choate Investment Advisors’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	$15.9M	Sell	37,066 -2,205	-6%	-$987K	0.31%	40
2025 Q4	$15.6M	Sell	39,271 -30	-0.1%	-$11.5K	0.31%	41
2025 Q3	$14M	Buy	39,301 +30	+0.1%	+$9.56K	0.29%	41
2025 Q2	$12M	Buy	39,271 +300	+0.8%	+$90.8K	0.26%	51
2025 Q1	$11.2M	Hold	38,971	–	–	0.28%	52
2024 Q4	$9.44M	Hold	38,971	–	–	0.23%	59
2024 Q3	$9.47M	Hold	38,971	–	–	0.24%	56
2024 Q2	$8.38M	Sell	38,971 -208	-0.5%	-$45K	0.22%	63
2024 Q1	$8.06M	Sell	39,179 -304	-0.8%	-$58.3K	0.22%	61
2023 Q4	$7.55M	Hold	39,483	–	–	0.23%	52
2023 Q3	$6.77M	Buy	39,483 +7,330	+23%	+$1.31M	0.27%	40
2023 Q2	$5.73M	Hold	32,153	–	–	0.24%	40
2023 Q1	$5.89M	Hold	32,153	–	–	0.28%	32
2022 Q4	$5.45M	Hold	32,153	–	–	0.33%	37
2022 Q3	$4.97M	Sell	32,153 -1,816	-5%	-$292K	0.33%	33
2022 Q2	$5.72M	Buy	33,969 +580	+2%	+$101K	0.35%	30
2022 Q1	$6.03M	Buy	33,389 +827	+3%	+$145K	0.32%	28
2021 Q4	$5.57M	Buy	32,562 +119	+0.4%	+$20K	0.33%	26
2021 Q3	$5.33M	Buy	32,443 +290	+0.9%	+$48.5K	0.34%	26
2021 Q2	$5.33M	Hold	32,153	–	–	0.32%	28
2021 Q1	$5.14M	Hold	32,153	–	–	0.32%	31
2020 Q4	$5.74M	Hold	32,153	–	–	0.35%	25
2020 Q3	$5.7M	Sell	32,153 -75	-0.2%	-$13.5K	0.37%	24
2020 Q2	$5.39M	Hold	32,228	–	–	0.39%	25
2020 Q1	$4.77M	Hold	32,228	–	–	0.38%	32
2019 Q4	$4.61M	Hold	32,228	–	–	0.28%	43
2019 Q3	$4.48M	Hold	32,228	–	–	0.28%	45
2019 Q2	$4.29M	Hold	32,228	–	–	0.26%	47
2019 Q1	$3.93M	Buy	+32,228	New	+$3.97M	0.23%	51
2018 Q4	–	Sell	-32,228	Closed	-$3.63M	–	232
2018 Q3	$3.63M	Sell	32,228 -2,205	-6%	-$253K	0.2%	48
2018 Q2	$4.08M	Hold	34,433	–	–	0.24%	52
2018 Q1	$4.33M	Sell	34,433 -869	-2%	-$110K	0.23%	48
2017 Q4	$4.37M	Buy	35,302 +13,298	+60%	+$1.61M	0.22%	57
2017 Q3	$2.68M	Buy	22,004 +9,319	+73%	+$1.13M	0.14%	71
2017 Q2	$1.5M	Sell	12,685 -10,838	-46%	-$1.3M	0.08%	95
2017 Q1	$2.79M	Buy	23,523 +2,115	+10%	+$246K	0.16%	67
2016 Q4	$2.35M	Sell	21,408 -1,800	-8%	-$209K	0.15%	71
2016 Q3	$2.92M	Buy	+23,208	New	+$2.96M	0.19%	58
2016 Q2	–	Sell	-2,487	Closed	-$293K	–	239
2016 Q1	$293K	Buy	+2,487	New	+$282K	0.02%	200
2013 Q4	–	Sell	-2,160	Closed	-$277K	–	264
2013 Q3	$277K	Sell	2,160 -418	-16%	-$53.7K	0.02%	220
2013 Q2	$307K	Buy	+2,578	New	+$353K	0.02%	210

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Choate Investment Advisors's GLD Position: Q1 2026 in Review

Choate Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 5.6% in Q1 2026, selling an estimated $987K and leaving 37,066 shares worth $15.9M. The position accounts for 0.31% of the portfolio, ranked #40.

Choate Investment Advisors first reported a position in GLD in Q2 2013 and has held it in 41 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Choate Investment Advisors held 37,066 shares of SPDR Gold Trust worth $15.9M as of Q1 2026.
Choate Investment Advisors sold 2,205 SPDR Gold Trust shares in Q1 2026, an estimated $987K.
SPDR Gold Trust made up 0.31% of Choate Investment Advisors's portfolio in Q1 2026, its #40 holding.
Choate Investment Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 41 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.