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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McCarter Private Wealth Services's GLD Position: Q1 2026 in Review

McCarter Private Wealth Services increased its SPDR Gold Trust (GLD) stake by 2.8% in Q1 2026, buying an estimated $11.2K and bringing the position to 913 shares worth $393K. The position accounts for 0.17% of the portfolio, ranked #107.

McCarter Private Wealth Services first reported a position in GLD in Q3 2024 and has held it in 7 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • McCarter Private Wealth Services held 913 shares of SPDR Gold Trust worth $393K as of Q1 2026.
  • McCarter Private Wealth Services bought 25 SPDR Gold Trust shares in Q1 2026, an estimated $11.2K.
  • SPDR Gold Trust made up 0.17% of McCarter Private Wealth Services's portfolio in Q1 2026, its #107 holding.
  • McCarter Private Wealth Services first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.