DOSSIER · 13F-HR · Q1 2026

Gruss & Co., LLC

Gruss &'s family office based in London, UK $43M in tracked AUM across 35 positions as of Q1 2026.

G&
Gruss &·London, UK·Family Office
CIK 0001103738 · last filed Mar 31, 2026
Total AUM
$43M
11.4%
vs prior
Holdings
35
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Gruss & Co., LLC manages a concentrated portfolio valued at approximately $26.35 million as of the report date September 30, 2025. This represents a significant growth of 23.1% compared to the previous quarter's value of $21.40 million. The portfolio consists of 15 holdings, indicating a focused investment strategy with limited breadth. The firm appears to favor a "core and satellite" approach, utilizing a massive core position in a gold ETF to preserve capital, while all...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLD
SPDR GOLD TR
$18M43K42.7%
02
RSVR
RESERVOIR MEDIA INC
$5M512K11.7%
03
AAXJ
ISHARES TR
$2M22K4.9%
04
MSFT
MICROSOFT CORP
$2M5K4.3%
05
AMZN
AMAZON COM INC
$2M8K3.9%
06
BSM
BLACK STONE MINERALS L P
$1M71K2.5%
07
AAPL
APPLE INC
$1M4K2.5%
08
VIXY
PROSHARES TR II
$1M30K2.4%
09
NVDA
NVIDIA CORPORATION
$959,2006K2.2%
10
GOOGL
ALPHABET INC
$718,9003K1.7%

Filing history

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