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Rothschild Investment LLC’s SPDR Gold Trust GLD Stock Holding History

Rothschild Investment LLC’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 		$1.45M Buy
3,372
+529
+19% +$237K 0.08% 201
2025
Q4 		$1.13M Buy
2,843
+425
+18% +$162K 0.06% 232
2025
Q3 		$860K Buy
2,418
+250
+12% +$79.7K 0.05% 254
2025
Q2 		$661K Buy
2,168
+180
+9% +$54.5K 0.04% 284
2025
Q1 		$573K Sell
1,988
-225
-10% -$59.5K 0.04% 311
2024
Q4 		$536K Sell
2,213
-60
-3% -$14.7K 0.04% 328
2024
Q3 		$552K Sell
2,273
-138
-6% -$31.6K 0.04% 330
2024
Q2 		$518K Sell
2,411
-12
-0.5% -$2.6K 0.04% 321
2024
Q1 		$498K Sell
2,423
-250
-9% -$48K 0.04% 326
2023
Q4 		$511K Sell
2,673
-175
-6% -$32.1K 0.04% 272
2023
Q3 		$488K Hold
2,848
– – 0.04% 296
2023
Q2 		$508K Sell
2,848
-80
-3% -$14.7K 0.04% 300
2023
Q1 		$536K Buy
2,928
+150
+5% +$26.4K 0.05% 290
2022
Q4 		$471K Sell
2,778
-300
-10% -$48.3K 0.04% 296
2022
Q3 		$476K Hold
3,078
– – 0.05% 285
2022
Q2 		$519K Buy
3,078
+100
+3% +$17.5K 0.05% 288
2022
Q1 		$538K Hold
2,978
– – 0.04% 307
2021
Q4 		$509K Buy
2,978
+28
+0.9% +$4.7K 0.04% 329
2021
Q3 		$484K Sell
2,950
-610
-17% -$102K 0.04% 318
2021
Q2 		$590K Sell
3,560
-480
-12% -$81.6K 0.05% 296
2021
Q1 		$646K Buy
4,040
+50
+1% +$8.4K 0.06% 270
2020
Q4 		$712K Buy
3,990
+30
+0.8% +$5.28K 0.07% 239
2020
Q3 		$701K Sell
3,960
-960
-20% -$173K 0.08% 215
2020
Q2 		$823K Buy
4,920
+655
+15% +$106K 0.1% 182
2020
Q1 		$631K Sell
4,265
-865
-17% -$129K 0.08% 216
2019
Q4 		$733K Hold
5,130
– – 0.07% 242
2019
Q3 		$712K Sell
5,130
-875
-15% -$122K 0.08% 204
2019
Q2 		$800K Buy
6,005
+125
+2% +$15.4K 0.09% 195
2019
Q1 		$717K Sell
5,880
-130
-2% -$16K 0.08% 204
2018
Q4 		$729K Buy
6,010
+1,925
+47% +$224K 0.1% 186
2018
Q3 		$461K Buy
4,085
+1,935
+90% +$222K 0.05% 250
2018
Q2 		$255K Hold
2,150
– – 0.03% 321
2018
Q1 		$270K Hold
2,150
– – 0.03% 317
2017
Q4 		$266K Sell
2,150
-2,650
-55% -$321K 0.03% 350
2017
Q3 		$584K Sell
4,800
-4,745
-50% -$577K 0.07% 255
2017
Q2 		$1.13M Sell
9,545
-41
-0.4% -$4.91K 0.13% 191
2017
Q1 		$1.14M Buy
9,586
+2,301
+32% +$267K 0.13% 186
2016
Q4 		$799K Buy
7,285
+4,245
+140% +$493K 0.1% 213
2016
Q3 		$382K Buy
3,040
+380
+14% +$48.4K 0.05% 308
2016
Q2 		$336K Buy
2,660
+260
+11% +$31.3K 0.04% 328
2016
Q1 		$282K Sell
2,400
-450
-16% -$51K 0.04% 354
2015
Q4 		$289K Sell
2,850
-150
-5% -$15.9K 0.04% 357
2015
Q3 		$321K Sell
3,000
-300
-9% -$32.3K 0.04% 348
2015
Q2 		$371K Hold
3,300
– – 0.04% 348
2015
Q1 		$375K Sell
3,300
-724
-18% -$84.7K 0.04% 341
2014
Q4 		$457K Sell
4,024
-670
-14% -$77.3K 0.05% 307
2014
Q3 		$545K Buy
4,694
+582
+14% +$71.8K 0.07% 281
2014
Q2 		$527K Buy
4,112
+112
+3% +$13.9K 0.07% 258
2014
Q1 		$494K Buy
4,000
+50
+1% +$6.23K 0.07% 268
2013
Q4 		$459K Sell
3,950
-270
-6% -$33.2K 0.06% 282
2013
Q3 		$541K Sell
4,220
-600
-12% -$77K 0.08% 239
2013
Q2 		$574K Buy
+4,820
New +$660K 0.09% 210

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 Investment LLC's GLD Position: Q1 2026 in Review

Rothschild Investment LLC increased its SPDR Gold Trust (GLD) stake by 19% in Q1 2026, buying an estimated $237K and bringing the position to 3,372 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #201.

Rothschild Investment LLC first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Rothschild Investment LLC held 3,372 shares of SPDR Gold Trust worth $1.45M as of Q1 2026.
  • Rothschild Investment LLC bought 529 SPDR Gold Trust shares in Q1 2026, an estimated $237K.
  • SPDR Gold Trust made up 0.08% of Rothschild Investment LLC's portfolio in Q1 2026, its #201 holding.
  • Rothschild Investment LLC first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.