Rossby Financial’s SPDR Gold Trust GLD Stock Holding History

Rossby Financial’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	$1.75M	Sell	4,000 -500	-11%	-$224K	0.36%	57
2025 Q4	$1.78M	Hold	4,500	–	–	0.55%	33
2025 Q3	$1.6M	Hold	4,500	–	–	0.52%	36
2025 Q2	$1.37M	Sell	4,500 -500	-10%	-$151K	0.51%	36
2025 Q1	$1.52M	Buy	+5,000	New	+$1.32M	0.64%	29

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rossby Financial's GLD Position: Q1 2026 in Review

Rossby Financial increased its SPDR Gold Trust (GLD) stake by 54% in Q1 2026, buying an estimated $848K and bringing the position to 5,424 shares worth $2.37M. The position accounts for 0.49% of the portfolio, ranked #43.

Rossby Financial first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Rossby Financial held 5,424 shares of SPDR Gold Trust worth $2.37M as of Q1 2026.
Rossby Financial bought 1,893 SPDR Gold Trust shares in Q1 2026, an estimated $848K.
SPDR Gold Trust made up 0.49% of Rossby Financial's portfolio in Q1 2026, its #43 holding.
Rossby Financial first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.