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Keebeck Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Keebeck Wealth Management’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 		$3.73M Buy
8,679
+996
+13% +$446K 0.42% 61
2025
Q4 		$3.04M Buy
7,683
+10
+0.1% +$3.82K 0.35% 78
2025
Q3 		$2.73M Buy
7,673
+14
+0.2% +$4.46K 0.32% 79
2025
Q2 		$2.33M Buy
7,659
+59
+0.8% +$17.9K 0.31% 87
2025
Q1 		$2.19M Buy
7,600
+1,107
+17% +$293K 0.32% 88
2024
Q4 		$1.57M Sell
6,493
-1,622
-20% -$399K 0.23% 104
2024
Q3 		$1.97M Sell
8,115
-2,465
-23% -$564K 0.29% 92
2024
Q2 		$2.27M Hold
10,580
– – 0.33% 85
2024
Q1 		$2.18M Sell
10,580
-200
-2% -$38.4K 0.32% 85
2023
Q4 		$2.06M Buy
10,780
+475
+5% +$87.1K 0.34% 81
2023
Q3 		$1.77M Sell
10,305
-711
-6% -$127K 0.31% 85
2023
Q2 		$1.96M Buy
11,016
+50
+0.5% +$9.19K 0.27% 89
2023
Q1 		$2.01M Sell
10,966
-3,095
-22% -$545K 0.32% 79
2022
Q4 		$2.39M Buy
14,061
+2,000
+17% +$322K 0.42% 60
2022
Q3 		$1.86M Sell
12,061
-725
-6% -$117K 0.36% 66
2022
Q2 		$2.15M Sell
12,786
-303
-2% -$52.9K 0.41% 62
2022
Q1 		$2.37M Buy
13,089
+1,240
+10% +$218K 0.39% 61
2021
Q4 		$2.03M Buy
11,849
+2,075
+21% +$348K 0.36% 67
2021
Q3 		$1.6M Sell
9,774
-4,263
-30% -$714K 0.32% 75
2021
Q2 		$2.33M Sell
14,037
-439
-3% -$74.6K 0.34% 63
2021
Q1 		$2.32M Sell
14,476
-4,180
-22% -$702K 0.36% 57
2020
Q4 		$3.33M Buy
+18,656
New +$3.29M 0.58% 40
2020
Q1 		– Sell
-12,072
Closed -$1.73M – 221
2019
Q4 		$1.73M Buy
+12,072
New +$1.69M 0.55% 47

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

Keebeck Wealth Management's GLD Position: Q1 2026 in Review

Keebeck Wealth Management increased its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, buying an estimated $446K and bringing the position to 8,679 shares worth $3.73M. The position accounts for 0.42% of the portfolio, ranked #61.

Keebeck Wealth Management first reported a position in GLD in Q4 2019 and has held it in 23 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Keebeck Wealth Management held 8,679 shares of SPDR Gold Trust worth $3.73M as of Q1 2026.
  • Keebeck Wealth Management bought 996 SPDR Gold Trust shares in Q1 2026, an estimated $446K.
  • SPDR Gold Trust made up 0.42% of Keebeck Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Keebeck Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 23 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.