Rossmore Private Capital’s SPDR Gold Trust GLD Stock Holding History

Rossmore Private Capital’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	$3.99M	Buy	10,834 +100	+0.9%	+$41.4K	0.32%	68
2026 Q1	$4.62M	Buy	10,734 +4,077	+61%	+$1.83M	0.41%	54
2025 Q4	$2.64M	Buy	6,657 +2,536	+62%	+$968K	0.24%	80
2025 Q3	$1.46M	Buy	+4,121	New	+$1.31M	0.16%	102
2022 Q2	–	Sell	-2,297	Closed	-$415K	–	231
2022 Q1	$415K	Buy	2,297 +14	+0.6%	+$2.46K	0.06%	169
2021 Q4	$390K	Sell	2,283 -10	-0.4%	-$1.68K	0.06%	178
2021 Q3	$377K	Sell	2,293 -6,011	-72%	-$1.01M	0.06%	173
2021 Q2	$1.38M	Buy	8,304 +6,102	+277%	+$1.04M	0.24%	90
2021 Q1	$352K	Hold	2,202	–	–	0.07%	170
2020 Q4	$393K	Sell	2,202 -411	-16%	-$72.4K	0.08%	159
2020 Q3	$463K	Sell	2,613 -3,181	-55%	-$572K	0.11%	133
2020 Q2	$970K	Buy	+5,794	New	+$934K	0.27%	82
2018 Q1	–	Sell	-686	Closed	-$84.8K	–	228
2017 Q4	$84.8K	Buy	+686	New	+$83.2K	0.09%	136

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Rossmore Private Capital's GLD Position: Q2 2026 in Review

Rossmore Private Capital increased its SPDR Gold Trust (GLD) stake by 0.93% in Q2 2026, buying an estimated $41.4K and bringing the position to 10,834 shares worth $3.99M. The position accounts for 0.32% of the portfolio, ranked #68.

Rossmore Private Capital first reported a position in GLD in Q4 2017 and has held it in 13 quarters since. The position peaked at $4.62M in Q1 2026. 1,529 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Rossmore Private Capital held 10,834 shares of SPDR Gold Trust worth $3.99M as of Q2 2026.
Rossmore Private Capital bought 100 SPDR Gold Trust shares in Q2 2026, an estimated $41.4K.
SPDR Gold Trust made up 0.32% of Rossmore Private Capital's portfolio in Q2 2026, its #68 holding.
Rossmore Private Capital first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 13 quarters since.
Rossmore Private Capital's SPDR Gold Trust position peaked at $4.62M in Q1 2026.
1,529 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.