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Kestra Investment Management’s SPDR Gold Trust GLD Stock Holding History

Kestra Investment 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
Q2 		$467K Buy
1,269
+499
+65% +$207K 0.01% 325
2026
Q1 		$331K Sell
770
-245
-24% -$110K 0.01% 349
2025
Q4 		$402K Buy
1,015
+122
+14% +$46.6K 0.01% 315
2025
Q3 		$317K Sell
893
-71
-7% -$22.6K 0.01% 350
2025
Q2 		$294K Buy
964
+229
+31% +$69.3K 0.01% 366
2025
Q1 		$212K Buy
735
+97
+15% +$25.7K 0.01% 370
2024
Q4 		$154K Buy
+638
New +$157K 0.01% 391

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kestra Investment Management's GLD Position: Q2 2026 in Review

Kestra Investment Management increased its SPDR Gold Trust (GLD) stake by 65% in Q2 2026, buying an estimated $207K and bringing the position to 1,269 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #325.

Kestra Investment Management first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Kestra Investment Management held 1,269 shares of SPDR Gold Trust worth $467K as of Q2 2026.
  • Kestra Investment Management bought 499 SPDR Gold Trust shares in Q2 2026, an estimated $207K.
  • SPDR Gold Trust made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #325 holding.
  • Kestra Investment Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.