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Kaizen Financial Strategies’s SPDR Gold Trust GLD Stock Holding History

Kaizen Financial Strategies’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$484K Sell
1,306
-55
-4% -$22.8K 0.16% 101
2026
Q1 		$599K Sell
1,361
-16
-1% -$7.17K 0.25% 78
2025
Q4 		$546K Hold
1,377
– – 0.24% 75
2025
Q3 		$504K Hold
1,377
– – 0.23% 79
2025
Q2 		$420K Buy
1,377
+200
+17% +$60.6K 0.21% 90
2025
Q1 		$339K Sell
1,177
-357
-23% -$94.4K 0.2% 94
2024
Q4 		$371K Buy
1,534
+22
+1% +$5.41K 0.21% 82
2024
Q3 		$368K Sell
1,512
-23
-1% -$5.27K 0.21% 79
2024
Q2 		$342K Sell
1,535
-572
-27% -$124K 0.21% 81
2024
Q1 		$433K Buy
2,107
+432
+26% +$82.9K 0.29% 64
2023
Q4 		$320K Hold
1,675
– – 0.24% 71
2023
Q3 		$287K Hold
1,675
– – 0.24% 70
2023
Q2 		$305K Buy
1,675
+200
+14% +$36.7K 0.26% 66
2023
Q1 		$270K Sell
1,475
-6,486
-81% -$1.14M 0.27% 67
2022
Q4 		$1.42M Sell
7,961
-595
-7% -$95.8K 1.41% 22
2022
Q3 		$1.32M Buy
8,556
+682
+9% +$110K 1.34% 22
2022
Q2 		$1.33M Sell
7,874
-115
-1% -$20.1K 1.31% 21
2022
Q1 		$1.44M Buy
7,989
+6,042
+310% +$1.06M 1.13% 25
2021
Q4 		$333K Sell
1,947
-553
-22% -$92.8K 0.25% 93
2021
Q3 		$411K Buy
+2,500
New +$418K 0.33% 80
2021
Q1 		$513K Sell
3,204
-8,154
-72% -$1.37M 0.49% 60
2020
Q4 		$2.03M Buy
+11,358
New +$2M 2.25% 10

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kaizen Financial Strategies's GLD Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its SPDR Gold Trust (GLD) stake by 4% in Q2 2026, selling an estimated $22.8K and leaving 1,306 shares worth $484K. The position accounts for 0.16% of the portfolio, ranked #101.

Kaizen Financial Strategies first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.03M in Q4 2020. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Kaizen Financial Strategies held 1,306 shares of SPDR Gold Trust worth $484K as of Q2 2026.
  • Kaizen Financial Strategies sold 55 SPDR Gold Trust shares in Q2 2026, an estimated $22.8K.
  • SPDR Gold Trust made up 0.16% of Kaizen Financial Strategies's portfolio in Q2 2026, its #101 holding.
  • Kaizen Financial Strategies first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's SPDR Gold Trust position peaked at $2.03M in Q4 2020.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.