Kavar Capital Partners Group’s SPDR Gold Trust GLD Stock Holding History

Kavar Capital Partners Group’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	$295K	Hold	800	–	–	0.04%	171
2026 Q1	$344K	Sell	800 -25	-3%	-$11.2K	0.04%	155
2025 Q4	$327K	Hold	825	–	–	0.05%	145
2025 Q3	$293K	Sell	825 -50	-6%	-$15.9K	0.04%	156
2025 Q2	$267K	Hold	875	–	–	0.04%	166
2025 Q1	$252K	Buy	+875	New	+$231K	0.04%	157
2024 Q2	–	Sell	-1,445	Closed	-$297K	–	167
2024 Q1	$297K	Buy	+1,445	New	+$277K	0.05%	134
2021 Q1	–	Sell	-1,136	Closed	-$203K	–	146
2020 Q4	$203K	Sell	1,136 -150	-12%	-$26.4K	0.06%	146
2020 Q3	$228K	Buy	+1,286	New	+$231K	0.08%	130
2019 Q3	–	Sell	-850	Closed	-$113K	–	262
2019 Q2	$113K	Buy	+850	New	+$105K	0.04%	157
2018 Q3	–	Sell	-1,035	Closed	-$123K	–	226
2018 Q2	$123K	Hold	1,035	–	–	0.06%	132
2018 Q1	$130K	Buy	+1,035	New	+$131K	0.07%	130
2016 Q1	–	Sell	-925	Closed	-$93K	–	196
2015 Q4	$93K	Hold	925	–	–	0.06%	134
2015 Q3	$98K	Hold	925	–	–	0.07%	131
2015 Q2	$103K	Buy	+925	New	+$106K	0.07%	144
2014 Q4	–	Sell	-2,029	Closed	-$236K	–	127
2014 Q3	$236K	Buy	2,029 +75	+4%	+$9.25K	0.2%	116
2014 Q2	$250K	Sell	1,954 -3,750	-66%	-$466K	0.21%	117
2014 Q1	$705K	Sell	5,704 -116	-2%	-$14.5K	0.58%	71
2013 Q4	$675K	Buy	+5,820	New	+$715K	0.6%	69

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kavar Capital Partners Group's GLD Position: Q2 2026 in Review

Kavar Capital Partners Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 800 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #171.

Kavar Capital Partners Group first reported a position in GLD in Q4 2013 and has held it in 19 quarters since. The position peaked at $705K in Q1 2014. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Kavar Capital Partners Group held 800 shares of SPDR Gold Trust worth $295K as of Q2 2026.
Kavar Capital Partners Group left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.04% of Kavar Capital Partners Group's portfolio in Q2 2026, its #171 holding.
Kavar Capital Partners Group first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 19 quarters since.
Kavar Capital Partners Group's SPDR Gold Trust position peaked at $705K in Q1 2014.
3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.