Gruss & Co., LLC ACWI — ISHARES TR

Ownership history in Gruss & Co., LLC  ·  4 quarters on record

AI Ownership Summary

Gruss & Co., LLC reported ISHARES TR (ACWI) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.77% in 2026 Q2. The latest visible filing shows ACWI at 0.77% 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.

What this ACWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gruss & Co., LLC's position in ISHARES 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
2026 Q2

ACWI was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

ACWI stock page Gruss & Co., LLC fund profile Gruss & Co., LLC full holdings
How Gruss & Co., LLC held ACWI — position size vs. price
% of Fund (quarterly)    ACWI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 2,000 — 0% 0.77% $314K 2026-08-05 $160.50
2026 Q1 UNCHANGED — — — 2,000 — 0% 0.65% $277K 2026-05-05 $151.37
2025 Q4 UNCHANGED — — — 2,000 — 0% 0.62% $283K 2026-02-10 $146.36
2025 Q3 INITIATED — — — 2,000 — — 0.72% $276K 2025-11-06 $137.23

🏢 Other funds also holding ACWI

As of 2026 Q2 — sorted by position size

Mass General Brigham, Inc 3Y 7Y 54.76% HF Capital, LLC 45.94% Verger Capital Management LLC 3Y 7Y 25.81% Topor & Co. Korea 16.07% Three Bridge Wealth Advisors, LLC 3Y 16.04% Portus Wealth Advisors, LLC 15.5% P/E Global LLC 3Y 14.01% Privium Fund Management (UK) Ltd 3Y 12.54% OV Management LLC 12.2% Sageworth Trust Co 3Y 7Y 10.67%

FAQ About Gruss & Co., LLC and ACWI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gruss & Co., LLC reported owning ACWI?

Gruss & Co., LLC reported ACWI across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported ACWI position in Gruss & Co., LLC's portfolio?

The largest reported portfolio weight for ACWI was 0.77% in 2026 Q2.

What is the latest reported ACWI position on this page?

The most recent filing on this page is 2026 Q2, when Gruss & Co., LLC reported 2,000 shares, equal to 0.77% of portfolio, with an estimated market value of $314K.

What does the chart on this ACWI ownership page compare?

The chart compares Gruss & Co., LLC's quarterly ACWI 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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