ECM
GLD icon

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
2022
Q4 		– Sell
-10,000
Closed -$1.55M – 690
2022
Q3 		$1.55M Hold
10,000
– – 0.08% 222
2022
Q2 		$1.69M Hold
10,000
– – 0.09% 208
2022
Q1 		$1.81M Buy
+10,000
New +$1.75M 0.07% 229

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.