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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
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
-806
-47% -$257K 0.01% 350
2025
Q2 		$506K Buy
1,699
+964
+131% +$292K 0.01% 375
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 $1.37T 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

Kestra Investment Management's GLD Position: Q1 2026 in Review

Kestra Investment Management reduced its SPDR Gold Trust (GLD) stake by 24% in Q1 2026, selling an estimated $110K and leaving 770 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #349.

Kestra Investment Management first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $506K in Q2 2025. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Kestra Investment Management held 770 shares of SPDR Gold Trust worth $331K as of Q1 2026.
  • Kestra Investment Management sold 245 SPDR Gold Trust shares in Q1 2026, an estimated $110K.
  • SPDR Gold Trust made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #349 holding.
  • Kestra Investment Management first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Kestra Investment Management's SPDR Gold Trust position peaked at $506K in Q2 2025.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.