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Gerald Baker Financial Group LLC → KOLD
Gerald Baker Financial Group LLC KOLD Position History
KOLD
Quarters held
6
Latest value
$9.7M
Q3 2026
Peak value
$10.1M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $9.3M |
| Q1 2026 | $9.5M |
| Q2 2026 | $285K |
| Q2 2026 | $10.1M |
| Q3 2026 | $279K |
| Q3 2026 | $9.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.7M | 179.6K | — | — |
| Q3 2026 | $279K | 2.9K | — | — |
| Q2 2026 | $10.1M | 180.6K | — | — |
| Q2 2026 | $285K | 2.9K | — | — |
| Q1 2026 | $9.5M | 90.1K | — | — |
| Q1 2026 | $9.3M | 93.9K | — | — |
Other funds holding KOLD
$19.7B
$18.8B
$18.3B
$996.9M
$963.3M
$959.3M