KOMWMG
GLD icon

Kerntke Otto McGlone Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$266K Sell
721
-52
-7% -$21.5K 0.16% 81
2026
Q1 		$332K Sell
773
-112
-13% -$50.2K 0.23% 62
2025
Q4 		$351K Sell
885
-94
-10% -$35.9K 0.25% 58
2025
Q3 		$348K Buy
979
+58
+6% +$18.5K 0.26% 53
2025
Q2 		$281K Buy
+921
New +$279K 0.22% 66

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's GLD Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its SPDR Gold Trust (GLD) stake by 6.7% in Q2 2026, selling an estimated $21.5K and leaving 721 shares worth $266K. The position accounts for 0.16% of the portfolio, ranked #81.

Kerntke Otto McGlone Wealth Management Group first reported a position in GLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $351K in Q4 2025. 918 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 721 shares of SPDR Gold Trust worth $266K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 52 SPDR Gold Trust shares in Q2 2026, an estimated $21.5K.
  • SPDR Gold Trust made up 0.16% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #81 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in SPDR Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's SPDR Gold Trust position peaked at $351K in Q4 2025.
  • 918 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.