CWM
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CIBC World Markets’s SPDR Gold Trust GLD Stock Holding History

CIBC World Markets’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
2025
Q4 		$1.78M Buy
+4,500
New +$1.72M 0.01% 636
2024
Q2 		– Sell
-13,500
Closed -$2.78M – 738
2024
Q1 		$2.78M Buy
13,500
+5,000
+59% +$960K 0.02% 427
2023
Q4 		$1.62M Sell
8,500
-7,500
-47% -$1.37M 0.01% 551
2023
Q3 		$2.74M Buy
+16,000
New +$2.86M 0.03% 320
2023
Q1 		– Sell
-149,000
Closed -$25.3M – 677
2022
Q4 		$25.3M Buy
+149,000
New +$24M 0.17% 94
2021
Q3 		– Sell
-3,300
Closed -$547K – 619
2021
Q2 		$547K Buy
3,300
+600
+22% +$102K ﹤0.01% 584
2021
Q1 		$432K Buy
+2,700
New +$454K ﹤0.01% 871
2019
Q2 		– Sell
-75,169
Closed -$9.17M – 708
2019
Q1 		$9.17M Buy
+75,169
New +$9.26M 0.09% 236

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return