SRC
GLD icon

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
2021
Q3 		– Sell
-2,000
Closed -$331K – 306
2021
Q2 		$331K Buy
2,000
+1,000
+100% +$170K 0.02% 210
2021
Q1 		$160K Buy
+1,000
New +$168K 0.01% 269

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.