Corient IA’s SPDR Gold Trust GLD Stock Holding History

Corient IA’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	$430K	Buy	+1,000	New	+$448K	0.4%	81
2025 Q4	–	Sell	-1,000	Closed	-$355K	–	221
2025 Q3	$355K	Buy	+1,000	New	+$319K	0.27%	152
2025 Q2	–	Sell	-1,350	Closed	-$389K	–	314
2025 Q1	$389K	Buy	+1,350	New	+$357K	0.28%	145

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

Corient IA's GLD Position: Q1 2026 in Review

Corient IA opened a new position in SPDR Gold Trust (GLD) in Q1 2026: 1,000 shares worth $430K. The stake represents 0.4% of the portfolio and ranks #81 among its holdings. This is a return to the name: Corient IA previously reported a position in GLD as recently as Q3 2025.

Corient IA first reported a position in GLD in Q1 2025 and has held it in 3 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Corient IA held 1,000 shares of SPDR Gold Trust worth $430K as of Q1 2026.
SPDR Gold Trust was a new Corient IA position in Q1 2026.
SPDR Gold Trust made up 0.4% of Corient IA's portfolio in Q1 2026, its #81 holding.
Corient IA first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 3 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.