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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Roberts, Glore & Co's GLD Position: Q1 2026 in Review

Roberts, Glore & Co reduced its SPDR Gold Trust (GLD) stake by 12% in Q1 2026, selling an estimated $78.8K and leaving 1,257 shares worth $541K. The position accounts for 0.15% of the portfolio, ranked #127.

Roberts, Glore & Co first reported a position in GLD in Q2 2013 and has held it in 5 quarters since. The position peaked at $590K in Q2 2013. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Roberts, Glore & Co held 1,257 shares of SPDR Gold Trust worth $541K as of Q1 2026.
  • Roberts, Glore & Co sold 176 SPDR Gold Trust shares in Q1 2026, an estimated $78.8K.
  • SPDR Gold Trust made up 0.15% of Roberts, Glore & Co's portfolio in Q1 2026, its #127 holding.
  • Roberts, Glore & Co first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 5 quarters since.
  • Roberts, Glore & Co's SPDR Gold Trust position peaked at $590K in Q2 2013.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Roberts, Glore & Co's 13F filing for Q1 2026, filed 4 May 2026.