Position in GOLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,135,827
New position
Shares Held
28,339
first reported quarter
Ownership
0.100%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $562,985,352 across 33 Capital Markets names. GOLD ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,685,994 | $277,464,031 | |
| 2 | GS |
Goldman Sachs Group Inc
|
169,542 | $143,430,835 | |
| 3 | SCHW |
Schwab Charles Corp
|
805,140 | $75,667,057 | |
| 4 | EVR |
Evercore Inc.
|
43,669 | $13,035,632 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
32,562 | $9,795,625 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
118,302 | $7,934,514 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
79,474 | $5,507,547 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
33,604 | $4,826,206 |
All Filings in GOLD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,135,827 | 28,339 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||