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STERLING INVESTMENT MANAGEMENT, LLC → KOLD
STERLING INVESTMENT MANAGEMENT, LLC KOLD Position History
KOLD
Quarters held
5
Latest value
$8.6M
Q3 2026
Peak value
$8.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q3 2025 | $2.4M |
| Q2 2026 | $7.6M |
| Q2 2026 | $3.1M |
| Q3 2026 | $8.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.6M | 265.6K | — | — |
| Q2 2026 | $3.1M | 121.8K | — | — |
| Q2 2026 | $7.6M | 230.7K | — | — |
| Q3 2025 | $2.4M | 77.1K | — | — |
| Q3 2025 | $3.7M | 100.2K | — | — |
Other funds holding KOLD
$19.7B
$18.8B
$18.3B
$996.9M
$963.3M
$959.3M
Other STERLING INVESTMENT MANAGEMENT, LLC positions
VGES
$15.4MVANGUARD MORTGAGE-BACKED SECURITIES ETF
VGES
$15.3MVANGUARD MORTGAGE-BACKED SECURITIES ETF
VGES
$15.2MVANGUARD MORTGAGE-BACKED SECURITIES ETF
BRK-A
$15.1MBERKSHIRE HATHAWAY INC DEL CL B NEW
BRK-A
$15MBERKSHIRE HATHAWAY INC DEL CL B NEW
VGES
$15MVANGUARD MORTGAGE-BACKED SECURITIES ETF
GLD
$14.2MSPDR GOLD SHARES
VGES
$13.8MVANGUARD MORTGAGE-BACKED SECURITIES ETF