Position in GOLD
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$889,746
-$246,081 QoQ
Shares Held
21,383
-24.5% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 220 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GOLD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $602,142,358 across 35 Capital Markets names. GOLD ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,528,373 | $319,491,091 | |
| 2 | GS |
Goldman Sachs Group Inc
|
134,486 | $136,015,105 | |
| 3 | SCHW |
Schwab Charles Corp
|
682,541 | $62,978,057 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
270,820 | $23,572,172 | |
| 5 | EVR |
Evercore Inc.
|
40,698 | $13,895,924 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
30,811 | $8,678,842 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
64,547 | $6,472,772 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
31,871 | $4,274,857 |
All Filings in GOLD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,746 | 21,383 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $1,135,827 | 28,339 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||