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Eagle Rock Investment Company’s SPDR Gold Trust GLD Stock Holding History

Eagle Rock Investment Company’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$763K Sell
2,071
-206
-9% -$85.3K 0.09% 103
2026
Q1 		$980K Sell
2,277
-194
-8% -$86.9K 0.14% 97
2025
Q4 		$979K Buy
2,471
+351
+17% +$134K 0.14% 94
2025
Q3 		$754K Hold
2,120
– – 0.11% 106
2025
Q2 		$646K Buy
2,120
+1,135
+115% +$344K 0.1% 107
2025
Q1 		$284K Buy
+985
New +$260K 0.05% 142

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Eagle Rock Investment Company's GLD Position: Q2 2026 in Review

Eagle Rock Investment Company reduced its SPDR Gold Trust (GLD) stake by 9% in Q2 2026, selling an estimated $85.3K and leaving 2,071 shares worth $763K. The position accounts for 0.09% of the portfolio, ranked #103.

Eagle Rock Investment Company first reported a position in GLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $980K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Eagle Rock Investment Company held 2,071 shares of SPDR Gold Trust worth $763K as of Q2 2026.
  • Eagle Rock Investment Company sold 206 SPDR Gold Trust shares in Q2 2026, an estimated $85.3K.
  • SPDR Gold Trust made up 0.09% of Eagle Rock Investment Company's portfolio in Q2 2026, its #103 holding.
  • Eagle Rock Investment Company first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Eagle Rock Investment Company's SPDR Gold Trust position peaked at $980K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.