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Evercore Wealth Management, LLC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on GLD, newest first. How the timeline and the estimate are built.

Evercore Wealth Management, LLC held 70,320 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,320 shares
    Change vs previous 13F -2,010 shares

    0.37% of the 13F portfolio, value $25,904,481.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 72,330 shares
    Change vs previous 13F -1,504 shares

    0.49% of the 13F portfolio, value $31,122,876.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 73,834 shares
    Change vs previous 13F -1,559 shares

    0.43% of the 13F portfolio, value $29,261,153.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 75,393 shares
    Change vs previous 13F -480 shares

    0.39% of the 13F portfolio, value $26,799,950.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 75,873 shares
    Change vs previous 13F -790 shares

    0.36% of the 13F portfolio, value $23,128,367.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 76,663 shares
    Change vs previous 13F -2,545 shares

    0.36% of the 13F portfolio, value $22,089,677.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 79,208 shares
    Change vs previous 13F -410 shares

    0.29% of the 13F portfolio, value $19,178,633.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 79,618 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $19,351,951.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).