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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Shufro Rose & Co's GLD Position: Q2 2026 in Review

Shufro Rose & Co increased its SPDR Gold Trust (GLD) stake by 1.2% in Q2 2026, buying an estimated $307K and bringing the position to 62,443 shares worth $23M. The position accounts for 1.32% of the portfolio, ranked #20.

Shufro Rose & Co first reported a position in GLD in Q2 2020 and has held it in 25 quarters since. The position peaked at $26.5M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Shufro Rose & Co held 62,443 shares of SPDR Gold Trust worth $23M as of Q2 2026.
  • Shufro Rose & Co bought 741 SPDR Gold Trust shares in Q2 2026, an estimated $307K.
  • SPDR Gold Trust made up 1.32% of Shufro Rose & Co's portfolio in Q2 2026, its #20 holding.
  • Shufro Rose & Co first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • Shufro Rose & Co's SPDR Gold Trust position peaked at $26.5M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.