RIM
GLD icon

Rockbridge Investment Management’s SPDR Gold Trust GLD Stock Holding History

Rockbridge Investment Management’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 		$252K Hold
683
– – 0.02% 134
2026
Q1 		$294K Sell
683
-8
-1% -$3.58K 0.03% 120
2025
Q4 		$274K Sell
691
-20
-3% -$7.64K 0.03% 120
2025
Q3 		$253K Buy
711
+46
+7% +$14.7K 0.02% 122
2025
Q2 		$203K Buy
+665
New +$201K 0.02% 133
2024
Q1 		– Sell
-640
Closed -$122K – 321
2023
Q4 		$122K Buy
+640
New +$117K 0.02% 157
2022
Q3 		– Sell
-572
Closed -$96.4K – 297
2022
Q2 		$96.4K Buy
572
+50
+10% +$8.73K 0.02% 164
2022
Q1 		$93.7K Buy
522
+105
+25% +$18.4K 0.01% 225
2021
Q4 		$71K Hold
417
– – 0.01% 296
2021
Q3 		$68K Buy
417
+287
+221% +$48K 0.01% 282
2021
Q2 		$22K Hold
130
– – ﹤0.01% 430
2021
Q1 		$21K Sell
130
-300
-70% -$50.4K ﹤0.01% 420
2020
Q4 		$77K Buy
430
+145
+51% +$25.5K 0.02% 234
2020
Q3 		$50K Buy
285
+80
+39% +$14.4K 0.01% 269
2020
Q2 		$34K Buy
+205
New +$33.1K 0.01% 270

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

Rockbridge Investment Management's GLD Position: Q2 2026 in Review

Rockbridge Investment Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 683 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #134.

Rockbridge Investment Management first reported a position in GLD in Q2 2020 and has held it in 15 quarters since. The position peaked at $294K in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Rockbridge Investment Management held 683 shares of SPDR Gold Trust worth $252K as of Q2 2026.
  • Rockbridge Investment Management left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.02% of Rockbridge Investment Management's portfolio in Q2 2026, its #134 holding.
  • Rockbridge Investment Management first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 15 quarters since.
  • Rockbridge Investment Management's SPDR Gold Trust position peaked at $294K in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.