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Shufro Rose & Co’s SPDR Gold Trust GLD Stock Holding History

Shufro Rose & Co’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 		$26.5M Buy
61,702
+139
+0.2% +$62.3K 1.81% 16
2025
Q4 		$24.4M Buy
61,563
+3,357
+6% +$1.28M 1.65% 19
2025
Q3 		$16.8M Sell
58,206
-3,247
-5% -$1.03M 1.37% 22
2025
Q2 		$17.7M Sell
61,453
-1,440
-2% -$436K 1.42% 21
2025
Q1 		$18.1M Sell
62,893
-20
-0% -$5.29K 1.43% 21
2024
Q4 		$15.2M Buy
62,913
+169
+0.3% +$41.5K 1.18% 28
2024
Q3 		$13.5M Hold
62,744
– – 1.09% 25
2024
Q2 		$13.5M Sell
62,744
-41
-0.1% -$8.87K 1.09% 25
2024
Q1 		$12.9M Sell
62,785
-6,154
-9% -$1.18M 1.07% 25
2023
Q4 		$11.8M Sell
68,939
-783
-1% -$144K 1.12% 24
2023
Q3 		$12M Sell
69,722
-2,448
-3% -$438K 1.13% 24
2023
Q2 		$12.9M Sell
72,170
-324
-0.4% -$59.5K 1.18% 25
2023
Q1 		$13.3M Sell
72,494
-51,736
-42% -$9.1M 1.23% 25
2022
Q4 		$21.1M Buy
124,230
+41,971
+51% +$6.76M 1.78% 16
2022
Q3 		$12.7M Sell
82,259
-496
-0.6% -$79.8K 1.27% 25
2022
Q2 		$13.9M Buy
82,755
+33
+0% +$5.76K 1.21% 25
2022
Q1 		$14.9M Sell
82,722
-3,178
-4% -$558K 1.15% 24
2021
Q4 		$14.7M Buy
85,900
+19
+0% +$3.19K 1.06% 26
2021
Q3 		$14.1M Sell
85,881
-359
-0.4% -$60.1K 1.1% 25
2021
Q2 		$14.3M Buy
86,240
+84,153
+4,032% +$14.3M 1.08% 25
2021
Q1 		$334K Sell
2,087
-63,091
-97% -$10.6M 0.03% 207
2020
Q4 		$11.6M Buy
65,178
+63,853
+4,819% +$11.2M 0.97% 32
2020
Q3 		$235K Hold
1,325
– – 0.02% 228
2020
Q2 		$222K Buy
+1,325
New +$214K 0.02% 227

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

Shufro Rose & Co's GLD Position: Q1 2026 in Review

Shufro Rose & Co increased its SPDR Gold Trust (GLD) stake by 0.23% in Q1 2026, buying an estimated $62.3K and bringing the position to 61,702 shares worth $26.5M. The position accounts for 1.81% of the portfolio, ranked #16.

Shufro Rose & Co first reported a position in GLD in Q2 2020 and has held it in 24 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Shufro Rose & Co held 61,702 shares of SPDR Gold Trust worth $26.5M as of Q1 2026.
  • Shufro Rose & Co bought 139 SPDR Gold Trust shares in Q1 2026, an estimated $62.3K.
  • SPDR Gold Trust made up 1.81% of Shufro Rose & Co's portfolio in Q1 2026, its #16 holding.
  • Shufro Rose & Co first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.