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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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. 3,043 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.
  • 3,043 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.