Greenbush Reduces Position
According to a most recent 13F filing with the Securities and Exchange Commission (SEC), Greenbush Financial Group LLC reduced its stake in shares of SPDR Gold Shares during the first quarter. The reduction amounted to an 11.3% decrease in holdings.
The institutional investor sold 4,813 shares of the exchange traded fund's stock during this period. Following these transactions, Greenbush Financial Group LLC owned 37,945 shares as reported in its most recent filing with the SEC.
Portfolio Composition
Holdings in SPDR Gold Shares represented approximately 5.4% of Greenbush Financial Group LLC's total portfolio according to the firm's filings. The position constituted the seventh-largest holding for the company based on data provided by the regulator.
As of the date of the most recent filing, Greenbush Financial Group LLC's stake was valued at $16,327,000.
Movement Among Other Investors
Zolmax publisher Bonnie Powley reported on June 23rd, 2026 that several other institutional investors made changes to their positions in GLD during the fourth quarter. The report noted specific activity from Corient Private Wealth LLC and Morgan Stanley.
Corient Private Wealth Increases Stake
According to reported data, Corient Private Wealth LLC increased its position by 571.3% in the fourth quarter after purchasing an additional 3,360,966 shares of SPDR Gold Shares.
Following these purchases, Corient Private Wealth LLC owns 3,949,227 shares valued at $1,565,118,000 according to reported data. The firm acquired the additional units during the last quarter as detailed in filings reviewed by Zolmax.
Morgan Stanley Activity
According to reported data, Morgan Stanley raised its stake by 22.4% during the fourth quarter after buying an additional 2,539,266 shares of SPDR Gold Shares.
After these transactions, Morgan Stanley owns 13,893,741 shares valued at $5,506,229,000 according to reported data. The bank purchased the additional units during the last quarter as detailed in filings reviewed by Zolmax.
Bank of Montreal Can Transactions
Zolmax publisher Bonnie Powley also noted that Bank of Montreal Can purchased SPDR Gold Shares during the fourth quarter. Specific quantities or values for this transaction were not fully detailed in the provided text snippet according to the report.