Corient Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327M Buy
1,077,230
+559,507
+108% +$170M 0.34% 56
2025
Q1
$149M Sell
517,723
-16,715
-3% -$4.82M 0.24% 92
2024
Q4
$127M Buy
534,438
+12,648
+2% +$3M 0.21% 107
2024
Q3
$126M Buy
521,790
+33,345
+7% +$8.07M 0.2% 114
2024
Q2
$105M Buy
488,445
+13,504
+3% +$2.9M 0.18% 123
2024
Q1
$97.7M Buy
474,941
+779
+0.2% +$160K 0.17% 136
2023
Q4
$90.6M Buy
474,162
+214,302
+82% +$41M 0.17% 136
2023
Q3
$44.6M Buy
259,860
+53,001
+26% +$9.09M 0.1% 211
2023
Q2
$36.9M Buy
206,859
+59,741
+41% +$10.7M 0.09% 238
2023
Q1
$27M Buy
147,118
+32,024
+28% +$5.87M 0.07% 261
2022
Q4
$19.5M Buy
+115,094
New +$19.5M 0.07% 271