McCarter Private Wealth Services’s SPDR Gold Trust GLD Stock Holding History

McCarter Private Wealth Services’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	$338K	Buy	918 +5	+0.5%	+$2.07K	0.12%	134
2026 Q1	$393K	Buy	913 +25	+3%	+$11.2K	0.17%	107
2025 Q4	$352K	Buy	888 +18	+2%	+$6.87K	0.16%	115
2025 Q3	$309K	Buy	870 +27	+3%	+$8.6K	0.16%	106
2025 Q2	$257K	Hold	843	–	–	0.15%	104
2025 Q1	$243K	Buy	843 +4	+0.5%	+$1.06K	0.16%	94
2024 Q4	$203K	Sell	839 -200	-19%	-$49.1K	0.13%	101
2024 Q3	$253K	Buy	+1,039	New	+$238K	0.16%	89

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

McCarter Private Wealth Services's GLD Position: Q2 2026 in Review

McCarter Private Wealth Services increased its SPDR Gold Trust (GLD) stake by 0.55% in Q2 2026, buying an estimated $2.07K and bringing the position to 918 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #134.

McCarter Private Wealth Services first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $393K in Q1 2026. 3,025 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

McCarter Private Wealth Services held 918 shares of SPDR Gold Trust worth $338K as of Q2 2026.
McCarter Private Wealth Services bought 5 SPDR Gold Trust shares in Q2 2026, an estimated $2.07K.
SPDR Gold Trust made up 0.12% of McCarter Private Wealth Services's portfolio in Q2 2026, its #134 holding.
McCarter Private Wealth Services first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's SPDR Gold Trust position peaked at $393K in Q1 2026.
3,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.