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KCM Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

KCM Investment Advisors’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
Q1 		$4.49M Buy
10,438
+1,299
+14% +$582K 0.15% 98
2025
Q4 		$3.62M Buy
9,139
+2,155
+31% +$823K 0.12% 115
2025
Q3 		$2.48M Buy
6,984
+700
+11% +$223K 0.08% 148
2025
Q2 		$1.92M Buy
6,284
+3,709
+144% +$1.12M 0.06% 161
2025
Q1 		$742K Sell
2,575
-8
-0.3% -$2.12K 0.03% 225
2024
Q4 		$625K Buy
2,583
+262
+11% +$64.4K 0.02% 239
2024
Q3 		$564K Sell
2,321
-40
-2% -$9.16K 0.02% 253
2024
Q2 		$508K Buy
2,361
+30
+1% +$6.49K 0.02% 255
2024
Q1 		$480K Sell
2,331
-30
-1% -$5.76K 0.02% 258
2023
Q4 		$451K Sell
2,361
-875
-27% -$160K 0.02% 263
2023
Q3 		$555K Buy
3,236
+48
+2% +$8.58K 0.02% 240
2023
Q2 		$568K Sell
3,188
-8,867
-74% -$1.63M 0.02% 248
2023
Q1 		$2.21M Buy
12,055
+8,352
+226% +$1.47M 0.09% 156
2022
Q4 		$628K Sell
3,703
-6,330
-63% -$1.02M 0.03% 243
2022
Q3 		$1.55M Sell
10,033
-1,528
-13% -$246K 0.07% 167
2022
Q2 		$1.95M Hold
11,561
– – 0.09% 159
2022
Q1 		$2.09M Sell
11,561
-487
-4% -$85.4K 0.08% 165
2021
Q4 		$2.06M Sell
12,048
-225
-2% -$37.8K 0.07% 169
2021
Q3 		$2.02M Sell
12,273
-283
-2% -$47.4K 0.08% 162
2021
Q2 		$2.08M Buy
12,556
+6,710
+115% +$1.14M 0.08% 158
2021
Q1 		$935K Sell
5,846
-694
-11% -$117K 0.04% 209
2020
Q4 		$1.17M Buy
6,540
+44
+0.7% +$7.75K 0.06% 172
2020
Q3 		$1.15M Sell
6,496
-860
-12% -$155K 0.06% 162
2020
Q2 		$1.23M Buy
7,356
+2,319
+46% +$374K 0.07% 163
2020
Q1 		$746K Sell
5,037
-531
-10% -$79.1K 0.05% 180
2019
Q4 		$796K Sell
5,568
-244
-4% -$34.1K 0.04% 202
2019
Q3 		$807K Buy
5,812
+1,439
+33% +$200K 0.05% 190
2019
Q2 		$582K Sell
4,373
-1,455
-25% -$180K 0.03% 220
2019
Q1 		$711K Sell
5,828
-5,510
-49% -$679K 0.05% 196
2018
Q4 		$1.38M Sell
11,338
-575
-5% -$66.8K 0.09% 189
2018
Q3 		$1.34M Sell
11,913
-775
-6% -$88.9K 0.08% 207
2018
Q2 		$1.5M Sell
12,688
-325
-2% -$40.2K 0.09% 183
2018
Q1 		$1.64M Sell
13,013
-300
-2% -$37.8K 0.1% 190
2017
Q4 		$1.65M Buy
13,313
+85
+0.6% +$10.3K 0.1% 197
2017
Q3 		$1.61M Buy
13,228
+100
+0.8% +$12.2K 0.1% 200
2017
Q2 		$1.55M Sell
13,128
-1,225
-9% -$147K 0.1% 202
2017
Q1 		$1.7M Sell
14,353
-350
-2% -$40.7K 0.11% 199
2016
Q4 		$1.61M Sell
14,703
-103
-0.7% -$12K 0.11% 204
2016
Q3 		$1.86M Sell
14,806
-50
-0.3% -$6.37K 0.13% 187
2016
Q2 		$1.88M Sell
14,856
-159
-1% -$19.1K 0.13% 183
2016
Q1 		$1.77M Buy
15,015
+2,455
+20% +$278K 0.13% 185
2015
Q4 		$1.27M Buy
12,560
+5,360
+74% +$567K 0.1% 215
2015
Q3 		$769K Sell
7,200
-241
-3% -$26K 0.06% 272
2015
Q2 		$836K Sell
7,441
-367
-5% -$42K 0.07% 269
2015
Q1 		$887K Sell
7,808
-312
-4% -$36.5K 0.07% 260
2014
Q4 		$922K Sell
8,120
-4,748
-37% -$548K 0.08% 251
2014
Q3 		$1.5M Buy
12,868
+906
+8% +$112K 0.14% 193
2014
Q2 		$1.53M Buy
11,962
+5,616
+88% +$698K 0.14% 181
2014
Q1 		$784K Buy
6,346
+475
+8% +$59.2K 0.08% 247
2013
Q4 		$682K Sell
5,871
-1,041
-15% -$128K 0.07% 252
2013
Q3 		$886K Sell
6,912
-270
-4% -$34.7K 0.11% 219
2013
Q2 		$855K Buy
+7,182
New +$984K 0.1% 215

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KCM Investment Advisors's GLD Position: Q1 2026 in Review

KCM Investment Advisors increased its SPDR Gold Trust (GLD) stake by 14% in Q1 2026, buying an estimated $582K and bringing the position to 10,438 shares worth $4.49M. The position accounts for 0.15% of the portfolio, ranked #98.

KCM Investment Advisors first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • KCM Investment Advisors held 10,438 shares of SPDR Gold Trust worth $4.49M as of Q1 2026.
  • KCM Investment Advisors bought 1,299 SPDR Gold Trust shares in Q1 2026, an estimated $582K.
  • SPDR Gold Trust made up 0.15% of KCM Investment Advisors's portfolio in Q1 2026, its #98 holding.
  • KCM Investment Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.