Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

GLD holding history

SPDR Gold Trust in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overview All 13F holders of GLD Full Q2 2026 holdings

Shares (Q2 2026): 70,320
Value: $25.9M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of GLD by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	70,320	$25.9M	0.4%	−2,010−2.8%	Reduced	Holders
Q1 2026	72,330	$31.1M	0.5%	−1,504−2.0%	Reduced	Holders
Q4 2025	73,834	$29.3M	0.4%	−1,559−2.1%	Reduced	Holders
Q3 2025	75,393	$26.8M	0.4%	−480−0.6%	Reduced	Holders
Q2 2025	75,873	$23.1M	0.4%	−790−1.0%	Reduced	Holders
Q1 2025	76,663	$22.1M	0.4%	−2,545−3.2%	Reduced	Holders
Q4 2024	79,208	$19.2M	0.3%	−410−0.5%	Reduced	Holders
Q3 2024	79,618	$19.4M	0.3%	−1,158−1.4%	Reduced	Holders
Q2 2024	80,776	$17.4M	0.3%	−1,259−1.5%	Reduced	Holders
Q1 2024	82,035	$16.9M	0.3%	−506−0.6%	Reduced	Holders
Q4 2023	82,541	$15.8M	0.3%	−84−0.1%	Reduced	Holders
Q3 2023	82,625	$14.2M	0.3%	+1,585+2.0%	Added	Holders
Q2 2023	81,040	$14.4M	0.3%	−340−0.4%	Reduced	Holders
Q1 2023	81,380	$14.9M	0.3%	−50.0%	Reduced	Holders
Q4 2022	81,385	$13.8M	0.3%	−114−0.1%	Reduced	Holders
Q3 2022	81,499	$12.6M	0.3%	−14,460−15.1%	Reduced	Holders
Q2 2022	95,959	$16.2M	0.3%	00.0%	Unchanged	Holders
Q1 2022	95,959	$17.3M	0.3%	+1,859+2.0%	Added	Holders
Q4 2021	94,100	$16.1M	0.3%	−11,318−10.7%	Reduced	Holders
Q3 2021	105,418	$17.3M	0.3%	−687−0.6%	Reduced	Holders
Q2 2021	106,105	$17.6M	0.3%	−153−0.1%	Reduced	Holders
Q1 2021	106,258	$17.0M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.