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Evergreen Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Evergreen 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
2025
Q4 		– Sell
-60
Closed -$21.3K – 132
2025
Q3 		$21.3K Hold
60
– – 0.01% 136
2025
Q2 		$18.3K Hold
60
– – 0.01% 141
2025
Q1 		$17.3K Hold
60
– – 0.01% 142
2024
Q4 		$14.5K Hold
60
– – 0.01% 153
2024
Q3 		$14.6K Hold
60
– – 0.01% 153
2024
Q2 		$12.9K Hold
60
– – 0.01% 158
2024
Q1 		$12.3K Sell
60
-22
-27% -$4.22K 0.01% 160
2023
Q4 		$15.7K Buy
+82
New +$15K 0.01% 159

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evergreen Private Wealth's GLD Position: Q4 2025 in Review

Evergreen Private Wealth sold out of SPDR Gold Trust (GLD) in Q4 2025, closing a stake of 60 shares — an estimated $21.3K sold.

Evergreen Private Wealth first reported a position in GLD in Q4 2023 and held it in 8 quarters. The position peaked at $21.3K in Q3 2025. 3,084 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

  • Evergreen Private Wealth reported no remaining SPDR Gold Trust position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 60 SPDR Gold Trust shares in Q4 2025, an estimated $21.3K.
  • Evergreen Private Wealth first reported a position in SPDR Gold Trust in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's SPDR Gold Trust position peaked at $21.3K in Q3 2025.
  • 3,084 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.