Evercore Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Evercore Wealth Management’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	$31.1M	Sell	72,330 -1,504	-2%	-$674K	0.49%	45
2025 Q4	$29.3M	Sell	73,834 -1,559	-2%	-$595K	0.43%	48
2025 Q3	$26.8M	Sell	75,393 -480	-0.6%	-$153K	0.39%	47
2025 Q2	$23.1M	Sell	75,873 -790	-1%	-$239K	0.36%	49
2025 Q1	$22.1M	Sell	76,663 -2,545	-3%	-$673K	0.35%	48
2024 Q4	$19.2M	Sell	79,208 -410	-0.5%	-$101K	0.29%	52
2024 Q3	$19.4M	Sell	79,618 -1,158	-1%	-$265K	0.29%	50
2024 Q2	$17.4M	Sell	80,776 -1,259	-2%	-$272K	0.27%	50
2024 Q1	$16.9M	Sell	82,035 -506	-0.6%	-$97.1K	0.26%	50
2023 Q4	$15.8M	Sell	82,541 -84	-0.1%	-$15.4K	0.26%	53
2023 Q3	$14.2M	Buy	82,625 +1,585	+2%	+$283K	0.27%	53
2023 Q2	$14.4M	Sell	81,040 -340	-0.4%	-$62.5K	0.27%	55
2023 Q1	$14.9M	Sell	81,380 -5	-0%	-$880	0.3%	52
2022 Q4	$13.8M	Sell	81,385 -114	-0.1%	-$18.4K	0.29%	55
2022 Q3	$12.6M	Sell	81,499 -14,460	-15%	-$2.33M	0.28%	55
2022 Q2	$16.2M	Hold	95,959	–	–	0.34%	49
2022 Q1	$17.3M	Buy	95,959 +1,859	+2%	+$326K	0.31%	53
2021 Q4	$16.1M	Sell	94,100 -11,318	-11%	-$1.9M	0.26%	57
2021 Q3	$17.3M	Sell	105,418 -687	-0.6%	-$115K	0.31%	53
2021 Q2	$17.6M	Sell	106,105 -153	-0.1%	-$26K	0.32%	52
2021 Q1	$17M	Buy	106,258 +2,060	+2%	+$346K	0.34%	51
2020 Q4	$18.6M	Sell	104,198 -431	-0.4%	-$75.9K	0.4%	46
2020 Q3	$18.5M	Buy	104,629 +7,750	+8%	+$1.39M	0.45%	45
2020 Q2	$16.2M	Buy	96,879 +68	+0.1%	+$11K	0.43%	47
2020 Q1	$14.3M	Buy	96,811 +7,643	+9%	+$1.14M	0.47%	47
2019 Q4	$12.7M	Buy	89,168 +2,170	+2%	+$303K	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%	+$170K	0.31%	58
2019 Q1	$9.16M	Buy	75,058 +5,819	+8%	+$717K	0.3%	65
2018 Q4	$8.39M	Buy	69,239 +13,620	+24%	+$1.58M	0.32%	63
2018 Q3	$6.27M	Buy	55,619 +514	+0.9%	+$59K	0.2%	79
2018 Q2	$6.54M	Buy	55,105 +1,050	+2%	+$130K	0.22%	75
2018 Q1	$6.8M	Buy	54,055 +20,426	+61%	+$2.58M	0.26%	72
2017 Q4	$4.16M	Buy	33,629 +4,881	+17%	+$592K	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%	-$757K	0.13%	100
2017 Q1	$4.19M	Buy	35,273 +493	+1%	+$57.3K	0.16%	98
2016 Q4	$3.81M	Sell	34,780 -6,647	-16%	-$772K	0.16%	100
2016 Q3	$5.2M	Buy	41,427 +1,685	+4%	+$215K	0.22%	83
2016 Q2	$5.03M	Buy	39,742 +767	+2%	+$92.3K	0.22%	85
2016 Q1	$4.58M	Buy	38,975 +192	+0.5%	+$21.8K	0.2%	91
2015 Q4	$3.94M	Sell	38,783 -11,326	-23%	-$1.2M	0.18%	99
2015 Q3	$5.36M	Sell	50,109 -8,263	-14%	-$890K	0.26%	86
2015 Q2	$6.56M	Sell	58,372 -1,861	-3%	-$213K	0.3%	77
2015 Q1	$6.85M	Buy	60,233 +52,893	+721%	+$6.19M	0.31%	74
2014 Q4	$834K	Sell	7,340 -68,336	-90%	-$7.89M	0.04%	185
2014 Q3	$8.8M	Sell	75,676 -1,048	-1%	-$129K	0.44%	67
2014 Q2	$9.82M	Sell	76,724 -6,946	-8%	-$863K	0.51%	60
2014 Q1	$10.3M	Sell	83,670 -36,904	-31%	-$4.6M	0.58%	56
2013 Q4	$14M	Sell	120,574 -114,209	-49%	-$14M	0.77%	47
2013 Q3	$30.1M	Sell	234,783 -413	-0.2%	-$53K	1.72%	6
2013 Q2	$28M	Buy	+235,196	New	+$32.2M	1.59%	8

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

Evercore Wealth Management's GLD Position: Q1 2026 in Review

Evercore Wealth Management reduced its SPDR Gold Trust (GLD) stake by 2% in Q1 2026, selling an estimated $674K and leaving 72,330 shares worth $31.1M. The position accounts for 0.49% of the portfolio, ranked #45.

Evercore Wealth Management first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Evercore Wealth Management held 72,330 shares of SPDR Gold Trust worth $31.1M as of Q1 2026.
Evercore Wealth Management sold 1,504 SPDR Gold Trust shares in Q1 2026, an estimated $674K.
SPDR Gold Trust made up 0.49% of Evercore Wealth Management's portfolio in Q1 2026, its #45 holding.
Evercore Wealth Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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