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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
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
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

Kercheville Advisors's GLD Position: Q1 2026 in Review

Kercheville Advisors reduced its SPDR Gold Trust (GLD) stake by 1% in Q1 2026, selling an estimated $35.8K and leaving 7,639 shares worth $3.29M. The position accounts for 1.05% of the portfolio, ranked #29.

Kercheville Advisors first reported a position in GLD in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.49M in Q4 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Kercheville Advisors held 7,639 shares of SPDR Gold Trust worth $3.29M as of Q1 2026.
  • Kercheville Advisors sold 80 SPDR Gold Trust shares in Q1 2026, an estimated $35.8K.
  • SPDR Gold Trust made up 1.05% of Kercheville Advisors's portfolio in Q1 2026, its #29 holding.
  • Kercheville Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Kercheville Advisors's SPDR Gold Trust position peaked at $3.49M in Q4 2025.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.