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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 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. 1,032 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.
  • 1,032 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.