Corient Private Wealth
GLD icon

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
Q2 		$136M Sell
368,546
-3,541
-1% -$1.47M 0.19% 104
2026
Q1 		$158M Sell
372,087
-152,382
-29% -$68.2M 0.23% 92
2025
Q4 		$208M Sell
524,469
-63,792
-11% -$24.4M 0.28% 79
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Corient Private Wealth's GLD Position: Q2 2026 in Review

Corient Private Wealth reduced its SPDR Gold Trust (GLD) stake by 0.95% in Q2 2026, selling an estimated $1.47M and leaving 368,546 shares worth $136M. The position accounts for 0.19% of the portfolio, ranked #104.

Corient Private Wealth first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $209M in Q3 2025. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Corient Private Wealth held 368,546 shares of SPDR Gold Trust worth $136M as of Q2 2026.
  • Corient Private Wealth sold 3,541 SPDR Gold Trust shares in Q2 2026, an estimated $1.47M.
  • SPDR Gold Trust made up 0.19% of Corient Private Wealth's portfolio in Q2 2026, its #104 holding.
  • Corient Private Wealth first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's SPDR Gold Trust position peaked at $209M in Q3 2025.
  • 3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.