GLD SPDR GOLD TRUST

Ownership history in D.B. Root & Company, LLC  ·  33 quarters on record

AI Ownership Summary

D.B. Root & Company, LLC reported SPDR GOLD TRUST (GLD) in 33 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.22% in 2025 Q4. The latest visible filing shows GLD at 1.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D.B. Root & Company, LLC's position in SPDR GOLD TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GLD was reported at 1.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.22% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How D.B. Root & Company, LLC held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,657 +969 +8.3% 1.22% $5.0M 2026-02-14 (Est.) $462.62
2025 Q3 ADDED 11,688 +181 +1.6% 1.05% $4.2M 2025-11-06 $366.07
2025 Q2 ADDED 11,507 +644 +5.9% 1.04% $3.5M 2025-07-22 $316.10
2025 Q1 ADDED 10,863 +1,655 +18.0% 1.01% $3.1M 2025-05-14 $293.16
2024 Q4 ADDED 9,208 +428 +4.9% 0.71% $2.2M 2025-01-17 $249.27
2024 Q3 ADDED 8,780 +303 +3.6% 0.70% $2.1M 2024-10-31 $253.51
2024 Q2 REDUCED 8,477 -381 -4.3% 0.62% $1.8M 2024-07-15 $223.83
2024 Q1 REDUCED 8,858 -3,441 -28.0% 0.62% $1.8M 2024-04-17 $219.59
2023 Q4 ADDED 12,299 +612 +5.2% 0.85% $2.4M 2024-01-16 $187.91
2023 Q3 REDUCED 11,687 -917 -7.3% 0.78% $2.0M 2023-11-03 $184.79
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About D.B. Root & Company, LLC and GLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has D.B. Root & Company, LLC reported owning GLD?

D.B. Root & Company, LLC reported GLD across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported GLD position in D.B. Root & Company, LLC's portfolio?

The largest reported portfolio weight for GLD was 1.22% in 2025 Q4.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2025 Q4, when D.B. Root & Company, LLC reported 12,657 shares, equal to 1.22% of portfolio, with an estimated market value of $5.0M.

What does the chart on this GLD ownership page compare?

The chart compares D.B. Root & Company, LLC's quarterly GLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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