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Rothschild Capital Partners’s SPDR Gold Trust GLD Stock Holding History

Rothschild Capital Partners’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
2019
Q2 		– Sell
-15,200
Closed -$1.85M – 39
2019
Q1 		$1.85M Buy
+15,200
New +$1.87M 1.03% 26
2016
Q3 		– Sell
-37,000
Closed -$4.68M – 80
2016
Q2 		$4.68M Buy
+37,000
New +$4.45M 1.81% 23

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

Rothschild Capital Partners's GLD Position: Q1 2026 in Review

Rothschild Capital Partners increased its SPDR Gold Trust (GLD) stake by 0.09% in Q1 2026, buying an estimated $26.9K and bringing the position to 69,567 shares worth $29.9M. The position accounts for 7.34% of the portfolio, ranked #4.

Rothschild Capital Partners first reported a position in GLD in Q1 2014 and has held it in 40 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Rothschild Capital Partners held 69,567 shares of SPDR Gold Trust worth $29.9M as of Q1 2026.
  • Rothschild Capital Partners bought 60 SPDR Gold Trust shares in Q1 2026, an estimated $26.9K.
  • SPDR Gold Trust made up 7.34% of Rothschild Capital Partners's portfolio in Q1 2026, its #4 holding.
  • Rothschild Capital Partners first reported a position in SPDR Gold Trust in Q1 2014 and has held it in 40 quarters since.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.