EWM
Evercore Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Sell |
75,873
-790
| -1% | -$241K | 0.36% | 49 |
|
|
2025
Q1 | $22.1M | Sell |
76,663
-2,545
| -3% | -$733K | 0.35% | 48 |
|
|
2024
Q4 | $19.2M | Sell |
79,208
-410
| -0.5% | -$99.3K | 0.29% | 52 |
|
|
2024
Q3 | $19.4M | Sell |
79,618
-1,158
| -1% | -$281K | 0.29% | 50 |
|
|
2024
Q2 | $17.4M | Sell |
80,776
-1,259
| -2% | -$271K | 0.27% | 50 |
|
|
2024
Q1 | $16.9M | Sell |
82,035
-506
| -0.6% | -$104K | 0.26% | 50 |
|
|
2023
Q4 | $15.8M | Sell |
82,541
-84
| -0.1% | -$16.1K | 0.26% | 53 |
|
|
2023
Q3 | $14.2M | Buy |
82,625
+1,585
| +2% | +$272K | 0.27% | 53 |
|
|
2023
Q2 | $14.4M | Sell |
81,040
-340
| -0.4% | -$60.6K | 0.27% | 55 |
|
|
2023
Q1 | $14.9M | Sell |
81,380
-5
| -0% | -$916 | 0.3% | 52 |
|
|
2022
Q4 | $13.8M | Sell |
81,385
-114
| -0.1% | -$19.3K | 0.29% | 55 |
|
|
2022
Q3 | $12.6M | Sell |
81,499
-14,460
| -15% | -$2.24M | 0.28% | 55 |
|
|
2022
Q2 | $16.2M | Hold |
95,959
| – | – | 0.34% | 49 |
|
|
2022
Q1 | $17.3M | Buy |
95,959
+1,859
| +2% | +$336K | 0.31% | 53 |
|
|
2021
Q4 | $16.1M | Sell |
94,100
-11,318
| -11% | -$1.94M | 0.26% | 57 |
|
|
2021
Q3 | $17.3M | Sell |
105,418
-687
| -0.6% | -$113K | 0.31% | 53 |
|
|
2021
Q2 | $17.6M | Sell |
106,105
-153
| -0.1% | -$25.3K | 0.32% | 52 |
|
|
2021
Q1 | $17M | Buy |
106,258
+2,060
| +2% | +$330K | 0.34% | 51 |
|
|
2020
Q4 | $18.6M | Sell |
104,198
-431
| -0.4% | -$76.9K | 0.4% | 46 |
|
|
2020
Q3 | $18.5M | Buy |
104,629
+7,750
| +8% | +$1.37M | 0.45% | 45 |
|
|
2020
Q2 | $16.2M | Buy |
96,879
+68
| +0.1% | +$11.4K | 0.43% | 47 |
|
|
2020
Q1 | $14.3M | Buy |
96,811
+7,643
| +9% | +$1.13M | 0.47% | 47 |
|
|
2019
Q4 | $12.7M | Buy |
89,168
+2,170
| +2% | +$310K | 0.34% | 53 |
|
|
2019
Q3 | $12.1M | Buy |
86,998
+10,565
| +14% | +$1.47M | 0.35% | 57 |
|
|
2019
Q2 | $10.2M | Buy |
76,433
+1,375
| +2% | +$183K | 0.31% | 58 |
|
|
2019
Q1 | $9.16M | Buy |
75,058
+5,819
| +8% | +$710K | 0.3% | 65 |
|
|
2018
Q4 | $8.4M | Buy |
69,239
+13,620
| +24% | +$1.65M | 0.32% | 63 |
|
|
2018
Q3 | $6.27M | Buy |
55,619
+514
| +0.9% | +$58K | 0.2% | 79 |
|
|
2018
Q2 | $6.54M | Buy |
55,105
+1,050
| +2% | +$125K | 0.22% | 75 |
|
|
2018
Q1 | $6.8M | Buy |
54,055
+20,426
| +61% | +$2.57M | 0.26% | 72 |
|
|
2017
Q4 | $4.16M | Buy |
33,629
+4,881
| +17% | +$604K | 0.15% | 90 |
|
|
2017
Q3 | $3.5M | Sell |
28,748
-200
| -0.7% | -$24.3K | 0.14% | 96 |
|
|
2017
Q2 | $3.42M | Sell |
28,948
-6,325
| -18% | -$746K | 0.13% | 99 |
|
|
2017
Q1 | $4.19M | Buy |
35,273
+493
| +1% | +$58.5K | 0.16% | 97 |
|
|
2016
Q4 | $3.81M | Sell |
34,780
-6,647
| -16% | -$729K | 0.16% | 99 |
|
|
2016
Q3 | $5.2M | Buy |
41,427
+1,685
| +4% | +$212K | 0.22% | 83 |
|
|
2016
Q2 | $5.03M | Buy |
39,742
+767
| +2% | +$97K | 0.22% | 85 |
|
|
2016
Q1 | $4.59M | Buy |
38,975
+192
| +0.5% | +$22.6K | 0.2% | 91 |
|
|
2015
Q4 | $3.94M | Sell |
38,783
-11,326
| -23% | -$1.15M | 0.18% | 99 |
|
|
2015
Q3 | $5.36M | Sell |
50,109
-8,263
| -14% | -$883K | 0.26% | 86 |
|
|
2015
Q2 | $6.56M | Sell |
58,372
-1,861
| -3% | -$209K | 0.3% | 77 |
|
|
2015
Q1 | $6.85M | Buy |
60,233
+52,893
| +721% | +$6.01M | 0.31% | 74 |
|
|
2014
Q4 | $834K | Sell |
7,340
-68,336
| -90% | -$7.76M | 0.04% | 185 |
|
|
2014
Q3 | $8.8M | Sell |
75,676
-1,048
| -1% | -$122K | 0.44% | 67 |
|
|
2014
Q2 | $9.82M | Sell |
76,724
-6,946
| -8% | -$889K | 0.51% | 60 |
|
|
2014
Q1 | $10.3M | Sell |
83,670
-36,904
| -31% | -$4.56M | 0.58% | 56 |
|
|
2013
Q4 | $14M | Sell |
120,574
-114,209
| -49% | -$13.3M | 0.77% | 47 |
|
|
2013
Q3 | $30.1M | Sell |
234,783
-413
| -0.2% | -$52.9K | 1.72% | 6 |
|
|
2013
Q2 | $28M | Buy |
+235,196
| New | +$28M | 1.59% | 8 |
|