Kercheville Advisors’s SPDR Gold Trust GLD Stock Holding History

Kercheville 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 Q2	$2.63M	Sell	7,144 -495	-6%	-$205K	0.8%	33
2026 Q1	$3.29M	Sell	7,639 -80	-1%	-$35.8K	1.05%	29
2025 Q4	$3.49M	Buy	7,719 +865	+13%	+$330K	0.91%	32
2025 Q3	$2.44M	Sell	6,854 -25	-0.4%	-$7.97K	0.74%	32
2025 Q2	$2.1M	Buy	6,879 +115	+2%	+$34.8K	0.72%	33
2025 Q1	$1.95M	Buy	6,764 +285	+4%	+$75.4K	0.79%	30
2024 Q4	$1.57M	Hold	6,479	–	–	0.61%	35
2024 Q3	$1.57M	Buy	6,479 +400	+7%	+$91.6K	0.66%	34
2024 Q2	$1.31M	Buy	6,079 +800	+15%	+$173K	0.57%	33
2024 Q1	$1.09M	Sell	5,279 -85	-2%	-$16.3K	0.51%	38
2023 Q4	$1.03M	Buy	5,364 +200	+4%	+$36.7K	0.58%	36
2023 Q3	$885K	Sell	5,164 -200	-4%	-$35.8K	0.56%	37
2023 Q2	$956K	Hold	5,364	–	–	0.58%	36
2023 Q1	$983K	Sell	5,364 -350	-6%	-$61.6K	0.67%	32
2022 Q4	$969K	Hold	5,714	–	–	0.67%	33
2022 Q3	$884K	Hold	5,714	–	–	0.9%	32
2022 Q2	$963K	Buy	5,714 +225	+4%	+$39.3K	0.63%	38
2022 Q1	$992K	Buy	5,489 +550	+11%	+$96.5K	0.47%	48
2021 Q4	$844K	Hold	4,939	–	–	0.37%	52
2021 Q3	$811K	Buy	4,939 +150	+3%	+$25.1K	0.38%	58
2021 Q2	$793K	Buy	4,789 +314	+7%	+$53.4K	0.37%	62
2021 Q1	$716K	Sell	4,475 -200	-4%	-$33.6K	0.36%	61
2020 Q4	$837K	Buy	+4,675	New	+$823K	0.46%	54

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

Kercheville Advisors's GLD Position: Q2 2026 in Review

Kercheville Advisors reduced its SPDR Gold Trust (GLD) stake by 6.5% in Q2 2026, selling an estimated $205K and leaving 7,144 shares worth $2.63M. The position accounts for 0.8% of the portfolio, ranked #33.

Kercheville Advisors first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.49M in Q4 2025. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Kercheville Advisors held 7,144 shares of SPDR Gold Trust worth $2.63M as of Q2 2026.
Kercheville Advisors sold 495 SPDR Gold Trust shares in Q2 2026, an estimated $205K.
SPDR Gold Trust made up 0.8% of Kercheville Advisors's portfolio in Q2 2026, its #33 holding.
Kercheville Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
Kercheville Advisors's SPDR Gold Trust position peaked at $3.49M in Q4 2025.
3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.