Francois Rochon's GLD Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 3,876 shares of SPDR Gold Shares (GLD) worth $25.03 M, representing 0.84% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in GLD, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2021, adding 389 shares. Largest reduction occurred in Q1 2025, reducing 308 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's SPDR Gold Shares (GLD) Holding Value Over Time
Track share changes against reported price movement
Quarterly SPDR Gold Shares (GLD) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | -22 | Reduce 0.56% | 3,876 | $304.83 |
| Q1 2025 | -308 | Reduce 7.32% | 3,898 | $288.14 |
| Q3 2023 | -75 | Reduce 1.75% | 4,206 | $171.45 |
| Q2 2023 | +16 | Add 0.38% | 4,281 | $178.27 |
| Q4 2021 | +4,265 | New Buy | 4,265 | $170.93 |
| Q1 1970 | +3,876 | Add 0.00% | 3,876 | $6458.50 |
Francois Rochon's SPDR Gold Shares Investment FAQs
Francois Rochon first purchased SPDR Gold Shares (GLD) in Q1 1970, acquiring 3,876 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held SPDR Gold Shares (GLD) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to SPDR Gold Shares (GLD) was in Q4 2021, adding 4,265 shares worth $729,000.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 3,876 shares of SPDR Gold Shares (GLD), valued at approximately $25.03 M.
As of the Q2 2026 filing, SPDR Gold Shares (GLD) represents approximately 0.84% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in SPDR Gold Shares (GLD) was 4,281 shares, as reported at the end of Q2 2023.