MCM
GLD icon

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

Morton 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 		$1.03M Sell
2,790
-226
-7% -$93.6K 0.14% 50
2026
Q1 		$1.3M Buy
3,016
+444
+17% +$199K 0.19% 43
2025
Q4 		$1.02M Buy
2,572
+32
+1% +$12.2K 0.16% 45
2025
Q3 		$903K Sell
2,540
-2,081
-45% -$663K 0.15% 48
2025
Q2 		$1.41M Sell
4,621
-432
-9% -$131K 0.25% 40
2025
Q1 		$1.46M Sell
5,053
-766
-13% -$203K 0.28% 34
2024
Q4 		$1.41M Buy
5,819
+2,141
+58% +$526K 0.27% 37
2024
Q3 		$894K Sell
3,678
-262
-7% -$60K 0.18% 47
2024
Q2 		$847K Sell
3,940
-275
-7% -$59.5K 0.2% 45
2024
Q1 		$867K Buy
4,215
+247
+6% +$47.4K 0.23% 43
2023
Q4 		$759K Sell
3,968
-88
-2% -$16.1K 0.23% 41
2023
Q3 		$695K Sell
4,056
-24
-0.6% -$4.29K 0.25% 38
2023
Q2 		$727K Sell
4,080
-300
-7% -$55.1K 0.25% 41
2023
Q1 		$803K Sell
4,380
-726
-14% -$128K 0.28% 36
2022
Q4 		$866K Buy
5,106
+228
+5% +$36.7K 0.34% 32
2022
Q3 		$754K Hold
4,878
– – 0.34% 30
2022
Q2 		$822K Sell
4,878
-70
-1% -$12.2K 0.36% 30
2022
Q1 		$894K Sell
4,948
-30
-0.6% -$5.26K 0.37% 26
2021
Q4 		$851K Buy
+4,978
New +$836K 0.34% 34

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

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

Morton Capital Management reduced its SPDR Gold Trust (GLD) stake by 7.5% in Q2 2026, selling an estimated $93.6K and leaving 2,790 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #50.

Morton Capital Management first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q1 2025. 954 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Morton Capital Management held 2,790 shares of SPDR Gold Trust worth $1.03M as of Q2 2026.
  • Morton Capital Management sold 226 SPDR Gold Trust shares in Q2 2026, an estimated $93.6K.
  • SPDR Gold Trust made up 0.14% of Morton Capital Management's portfolio in Q2 2026, its #50 holding.
  • Morton Capital Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Morton Capital Management's SPDR Gold Trust position peaked at $1.46M in Q1 2025.
  • 954 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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