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Evergreen Capital Management’s SPDR Gold Trust GLD Stock Holding History

Evergreen Capital 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
Q2 		$4.54M Sell
12,336
-280
-2% -$116K 0.08% 221
2026
Q1 		$5.43M Buy
12,616
+36
+0.3% +$16.1K 0.12% 188
2025
Q4 		$4.99M Sell
12,580
-284
-2% -$108K 0.11% 186
2025
Q3 		$4.57M Buy
12,864
+508
+4% +$162K 0.11% 181
2025
Q2 		$3.77M Sell
12,356
-3,834
-24% -$1.16M 0.11% 186
2025
Q1 		$4.66M Sell
16,190
-861
-5% -$228K 0.16% 156
2024
Q4 		$4.13M Buy
17,051
+40
+0.2% +$9.83K 0.13% 168
2024
Q3 		$4.13M Hold
17,011
– – 0.14% 173
2024
Q2 		$3.66M Sell
17,011
-3,885
-19% -$840K 0.13% 174
2024
Q1 		$4.3M Sell
20,896
-2,006
-9% -$385K 0.16% 150
2023
Q4 		$4.38M Buy
22,902
+660
+3% +$121K 0.18% 150
2023
Q3 		$3.81M Sell
22,242
-1,390
-6% -$249K 0.17% 153
2023
Q2 		$4.21M Buy
23,632
+4,657
+25% +$856K 0.18% 154
2023
Q1 		$3.48M Buy
18,975
+3,250
+21% +$572K 0.16% 158
2022
Q4 		$2.67M Buy
15,725
+518
+3% +$83.4K 0.13% 189
2022
Q3 		$2.35M Buy
15,207
+2,472
+19% +$398K 0.12% 197
2022
Q2 		$2.15M Buy
12,735
+1,645
+15% +$287K 0.11% 198
2022
Q1 		$2M Buy
11,090
+825
+8% +$145K 0.08% 222
2021
Q4 		$1.75M Hold
10,265
– – 0.07% 225
2021
Q3 		$1.69M Hold
10,265
– – 0.08% 225
2021
Q2 		$1.7M Hold
10,265
– – 0.08% 218
2021
Q1 		$1.64M Buy
10,265
+230
+2% +$38.7K 0.08% 211
2020
Q4 		$1.79M Buy
10,035
+5
+0% +$880 0.1% 179
2020
Q3 		$1.78M Buy
10,030
+1,000
+11% +$180K 0.12% 157
2020
Q2 		$1.51M Buy
9,030
+700
+8% +$113K 0.11% 159
2020
Q1 		$1.23M Sell
8,330
-672
-7% -$100K 0.12% 148
2019
Q4 		$1.29M Buy
9,002
+900
+11% +$126K 0.11% 149
2019
Q3 		$1.13M Hold
8,102
– – 0.1% 153
2019
Q2 		$1.08M Sell
8,102
-368
-4% -$45.5K 0.1% 157
2019
Q1 		$1.03M Sell
8,470
-27
-0.3% -$3.33K 0.1% 151
2018
Q4 		$1.03M Buy
8,497
+75
+0.9% +$8.71K 0.11% 149
2018
Q3 		$950K Buy
8,422
+3,055
+57% +$350K 0.08% 164
2018
Q2 		$637K Sell
5,367
-100
-2% -$12.4K 0.06% 196
2018
Q1 		$688K Hold
5,467
– – 0.07% 176
2017
Q4 		$676K Buy
+5,467
New +$663K 0.07% 159

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Evergreen Capital Management's GLD Position: Q2 2026 in Review

Evergreen Capital Management reduced its SPDR Gold Trust (GLD) stake by 2.2% in Q2 2026, selling an estimated $116K and leaving 12,336 shares worth $4.54M. The position accounts for 0.08% of the portfolio, ranked #221.

Evergreen Capital Management first reported a position in GLD in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.43M in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Evergreen Capital Management held 12,336 shares of SPDR Gold Trust worth $4.54M as of Q2 2026.
  • Evergreen Capital Management sold 280 SPDR Gold Trust shares in Q2 2026, an estimated $116K.
  • SPDR Gold Trust made up 0.08% of Evergreen Capital Management's portfolio in Q2 2026, its #221 holding.
  • Evergreen Capital Management first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 35 quarters since.
  • Evergreen Capital Management's SPDR Gold Trust position peaked at $5.43M in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.