KFS
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Kelly Financial Services’s SPDR Gold Trust GLD Stock Holding History

Kelly Financial Services’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 		$327K Buy
886
+37
+4% +$15.3K 0.07% 100
2026
Q1 		$365K Sell
849
-30
-3% -$13.4K 0.09% 84
2025
Q4 		$348K Sell
879
-81
-8% -$30.9K 0.09% 82
2025
Q3 		$341K Sell
960
-87
-8% -$27.7K 0.09% 79
2025
Q2 		$319K Buy
1,047
+20
+2% +$6.06K 0.09% 83
2025
Q1 		$296K Sell
1,027
-384
-27% -$102K 0.1% 83
2024
Q4 		$342K Sell
1,411
-735
-34% -$181K 0.12% 75
2024
Q3 		$521K Buy
2,146
+522
+32% +$120K 0.19% 62
2024
Q2 		$349K Sell
1,624
-1,048
-39% -$227K 0.12% 76
2024
Q1 		$550K Sell
2,672
-200
-7% -$38.4K 0.21% 60
2023
Q4 		$549K Sell
2,872
-131
-4% -$24K 0.22% 53
2023
Q3 		$515K Buy
3,003
+103
+4% +$18.4K 0.24% 52
2023
Q2 		$517K Buy
2,900
+1,400
+93% +$257K 0.24% 50
2023
Q1 		$275K Buy
1,500
+1,180
+369% +$208K 0.14% 73
2022
Q4 		$54.3K Sell
320
-83
-21% -$13.4K 0.03% 161
2022
Q3 		$62.3K Sell
403
-1,870
-82% -$301K 0.04% 137
2022
Q2 		$383K Buy
2,273
+48
+2% +$8.38K 0.2% 57
2022
Q1 		$402K Buy
2,225
+1,154
+108% +$202K 0.18% 53
2021
Q4 		$183K Buy
1,071
+463
+76% +$77.7K 0.08% 83
2021
Q3 		$99.8K Sell
608
-124,940
-100% -$20.9M 0.06% 109
2021
Q2 		$758K Buy
125,548
+124,957
+21,143% +$21.2M 0.03% 139
2021
Q1 		$94.5K Buy
591
+212
+56% +$35.6K 0.06% 91
2020
Q4 		$67.6K Buy
379
+89
+31% +$15.7K 0.05% 97
2020
Q3 		$51.4K Sell
290
-71,070
-100% -$12.8M 0.04% 96
2020
Q2 		$11.9M Sell
71,360
-179
-0.3% -$28.9K 9.27% 4
2020
Q1 		$10.6M Buy
71,539
+71,357
+39,207% +$10.6M 13.06% 3
2019
Q4 		$26K Buy
182
+125
+219% +$17.5K 0.02% 133
2019
Q3 		$7.92K Buy
57
+37
+185% +$5.14K 0.01% 249
2019
Q2 		$2.66K Hold
20
– – ﹤0.01% 353
2019
Q1 		$2.44K Buy
+20
New +$2.46K ﹤0.01% 358

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kelly Financial Services's GLD Position: Q2 2026 in Review

Kelly Financial Services increased its SPDR Gold Trust (GLD) stake by 4.4% in Q2 2026, buying an estimated $15.3K and bringing the position to 886 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #100.

Kelly Financial Services first reported a position in GLD in Q1 2019 and has held it in 30 quarters since. The position peaked at $11.9M in Q2 2020. 1,173 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Kelly Financial Services held 886 shares of SPDR Gold Trust worth $327K as of Q2 2026.
  • Kelly Financial Services bought 37 SPDR Gold Trust shares in Q2 2026, an estimated $15.3K.
  • SPDR Gold Trust made up 0.07% of Kelly Financial Services's portfolio in Q2 2026, its #100 holding.
  • Kelly Financial Services first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 30 quarters since.
  • Kelly Financial Services's SPDR Gold Trust position peaked at $11.9M in Q2 2020.
  • 1,173 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.