GLD β€” SPDR GOLD TR GOLD SHS

Ownership history in Cerity Partners OCIO LLC  Β·  25 quarters on record

AI Ownership Summary

Cerity Partners OCIO LLC reported SPDR GOLD TR GOLD SHS (GLD) in 25 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 6.86% in 2024 Q3. The latest visible filing shows GLD at 5.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cerity Partners OCIO LLC's position in SPDR GOLD TR GOLD SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GLD was reported at 5.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.86% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cerity Partners OCIO LLC held GLD β€” position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 241,880 -53,018 -18.0% 5.30% $95.9M 2026-02-14 (Est.) $462.62
2025 Q3 REDUCED 294,898 -6,814 -2.3% 5.35% $104.8M 2025-10-22 $377.28
2025 Q2 REDUCED 301,712 -29,165 -8.8% 5.10% $92.0M 2025-08-13 $309.21
2025 Q1 REDUCED 330,877 -11,715 -3.4% 5.39% $95.3M 2025-04-30 $303.77
2024 Q4 REDUCED 342,592 -8,267 -2.4% 5.50% $83.0M 2025-02-13 $270.31
2024 Q3 REDUCED 350,859 -13,933 -3.8% 6.86% $85.3M 2024-11-12 $240.05
2024 Q2 ADDED 364,792 +363,600 +30503.4% 6.01% $78.4M 2024-08-13 $228.06
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Cerity Partners OCIO LLC and GLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cerity Partners OCIO LLC reported owning GLD?

Cerity Partners OCIO LLC reported GLD across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported GLD position in Cerity Partners OCIO LLC's portfolio?

The largest reported portfolio weight for GLD was 6.86% in 2024 Q3.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2025 Q4, when Cerity Partners OCIO LLC reported 241,880 shares, equal to 5.30% of portfolio, with an estimated market value of $95.9M.

What does the chart on this GLD ownership page compare?

The chart compares Cerity Partners OCIO LLC's quarterly GLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Cerity Partners OCIO LLC Holdings