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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
Q3 		$497K Hold
1,306
– – 0.2% 94
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

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Kaizen Financial Strategies's GLD Position: Q3 2026 in Review

Kaizen Financial Strategies held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 1,306 shares worth $497K. The position accounts for 0.2% of the portfolio, ranked #94.

Kaizen Financial Strategies first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.03M in Q4 2020. 180 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Kaizen Financial Strategies held 1,306 shares of SPDR Gold Trust worth $497K as of Q3 2026.
  • Kaizen Financial Strategies left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.2% of Kaizen Financial Strategies's portfolio in Q3 2026, its #94 holding.
  • Kaizen Financial Strategies first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Kaizen Financial Strategies's SPDR Gold Trust position peaked at $2.03M in Q4 2020.
  • 180 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.