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

Corient Private Wealth’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	$158M	Sell	372,087 -4,101,609	-92%	-$1.84B	0.23%	92
2025 Q4	$415M	Buy	4,473,696 +3,885,435	+660%	+$1.48B	0.28%	77
2025 Q3	$209M	Buy	588,261 +54,879	+10%	+$17.5M	0.33%	57
2025 Q2	$162M	Buy	533,382 +15,659	+3%	+$4.74M	0.22%	95
2025 Q1	$149M	Sell	517,723 -16,715	-3%	-$4.42M	0.24%	92
2024 Q4	$127M	Buy	534,438 +12,648	+2%	+$3.11M	0.21%	107
2024 Q3	$126M	Buy	521,790 +33,345	+7%	+$7.64M	0.2%	114
2024 Q2	$105M	Buy	488,445 +13,504	+3%	+$2.92M	0.18%	123
2024 Q1	$97.7M	Buy	474,941 +779	+0.2%	+$150K	0.17%	136
2023 Q4	$90.6M	Buy	474,162 +214,302	+82%	+$39.3M	0.17%	136
2023 Q3	$44.6M	Buy	259,860 +53,001	+26%	+$9.48M	0.1%	211
2023 Q2	$36.9M	Buy	206,859 +59,741	+41%	+$11M	0.09%	238
2023 Q1	$27M	Buy	147,118 +32,024	+28%	+$5.63M	0.07%	261
2022 Q4	$19.5M	Buy	+115,094	New	+$18.5M	0.07%	271

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 Private Wealth's GLD Position: Q1 2026 in Review

Corient Private Wealth reduced its SPDR Gold Trust (GLD) stake by 92% in Q1 2026, selling an estimated $1.84B and leaving 372,087 shares worth $158M. The position accounts for 0.23% of the portfolio, ranked #92.

Corient Private Wealth first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $415M in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Corient Private Wealth held 372,087 shares of SPDR Gold Trust worth $158M as of Q1 2026.
Corient Private Wealth sold 4,101,609 SPDR Gold Trust shares in Q1 2026, an estimated $1.84B.
SPDR Gold Trust made up 0.23% of Corient Private Wealth's portfolio in Q1 2026, its #92 holding.
Corient Private Wealth first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's SPDR Gold Trust position peaked at $415M in Q4 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.