GLD SPDR GOLD TR

Ownership history in SHUFRO ROSE & CO LLC  ·  25 quarters on record

AI Ownership Summary

SHUFRO ROSE & CO LLC reported SPDR GOLD TR (GLD) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.65% in 2025 Q4. The latest visible filing shows GLD at 1.65% 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 SHUFRO ROSE & CO LLC's position in SPDR GOLD TR, 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 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% 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 Q4 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 SHUFRO ROSE & CO LLC held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 61,563 +3,357 +5.8% 1.65% $24.4M 2026-02-14 (Est.) $462.62
2025 Q3 REDUCED 58,206 -3,247 -5.3% 1.37% $16.8M 2025-11-12 $385.99
2025 Q2 REDUCED 61,453 -1,440 -2.3% 1.42% $17.7M 2025-08-11 $308.55
2025 Q1 REDUCED 62,893 -20 -0.0% 1.43% $18.1M 2025-05-08 $304.63
2024 Q4 ADDED 62,913 +169 +0.3% 1.18% $15.2M 2025-02-25 $268.62
2024 Q3 UNCHANGED 62,744 0% 1.09% $13.5M 2024-11-12 $240.05
2024 Q2 REDUCED 62,744 -41 -0.1% 1.09% $13.5M 2024-08-13 $228.06
2024 Q1 REDUCED 62,785 -6,154 -8.9% 1.07% $12.9M 2024-05-08 $213.58
2023 Q4 REDUCED 68,939 -783 -1.1% 1.12% $11.8M 2024-02-05 $187.57
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SHUFRO ROSE & CO 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 SHUFRO ROSE & CO LLC reported owning GLD?

SHUFRO ROSE & CO LLC reported GLD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GLD position in SHUFRO ROSE & CO LLC's portfolio?

The largest reported portfolio weight for GLD was 1.65% in 2025 Q4.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2025 Q4, when SHUFRO ROSE & CO LLC reported 61,563 shares, equal to 1.65% of portfolio, with an estimated market value of $24.4M.

What does the chart on this GLD ownership page compare?

The chart compares SHUFRO ROSE & CO 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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