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Roberts, Glore & Co’s SPDR Gold Trust GLD Stock Holding History

Roberts, Glore & Co’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 		$463K Hold
1,257
– – 0.11% 156
2026
Q1 		$541K Sell
1,257
-176
-12% -$78.8K 0.15% 127
2025
Q4 		$568K Buy
1,433
+128
+10% +$48.9K 0.15% 124
2025
Q3 		$464K Buy
+1,305
New +$416K 0.13% 140
2013
Q4 		– Sell
-4,070
Closed -$522K – 136
2013
Q3 		$522K Sell
4,070
-880
-18% -$113K 0.39% 73
2013
Q2 		$590K Buy
+4,950
New +$678K 0.36% 73

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

Roberts, Glore & Co's GLD Position: Q2 2026 in Review

Roberts, Glore & Co held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,257 shares worth $463K. The position accounts for 0.11% of the portfolio, ranked #156.

Roberts, Glore & Co first reported a position in GLD in Q2 2013 and has held it in 6 quarters since. The position peaked at $590K in Q2 2013. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Roberts, Glore & Co held 1,257 shares of SPDR Gold Trust worth $463K as of Q2 2026.
  • Roberts, Glore & Co left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.11% of Roberts, Glore & Co's portfolio in Q2 2026, its #156 holding.
  • Roberts, Glore & Co first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 6 quarters since.
  • Roberts, Glore & Co's SPDR Gold Trust position peaked at $590K in Q2 2013.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.