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Kestra Private Wealth Services’s SPDR Gold Trust GLD Stock Holding History

Kestra Private Wealth Services’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 		$37.1M Sell
100,584
-3,932
-4% -$1.63M 0.41% 46
2026
Q1 		$45M Sell
104,516
-2,350
-2% -$1.05M 0.55% 30
2025
Q4 		$42.4M Sell
106,866
-2,720
-2% -$1.04M 0.53% 30
2025
Q3 		$39M Buy
109,586
+2,508
+2% +$799K 0.51% 32
2025
Q2 		$32.6M Sell
107,078
-7,681
-7% -$2.33M 0.47% 34
2025
Q1 		$33.1M Buy
114,759
+12,666
+12% +$3.35M 0.55% 31
2024
Q4 		$24.7M Buy
102,093
+968
+1% +$238K 0.42% 41
2024
Q3 		$24.6M Buy
101,125
+14,179
+16% +$3.25M 0.45% 41
2024
Q2 		$18.7M Buy
86,946
+21,495
+33% +$4.65M 0.37% 48
2024
Q1 		$13.5M Sell
65,451
-2,761
-4% -$530K 0.3% 76
2023
Q4 		$13M Buy
68,212
+5,422
+9% +$994K 0.33% 74
2023
Q3 		$10.8M Sell
62,790
-1,838
-3% -$329K 0.34% 71
2023
Q2 		$11.5M Sell
64,628
-645
-1% -$119K 0.39% 54
2023
Q1 		$12M Buy
65,273
+17,263
+36% +$3.04M 0.48% 45
2022
Q4 		$8.14M Sell
48,010
-900
-2% -$145K 0.41% 63
2022
Q3 		$7.57M Buy
48,910
+1,192
+2% +$192K 0.44% 47
2022
Q2 		$8.04M Sell
47,718
-4,735
-9% -$827K 0.46% 43
2022
Q1 		$9.48M Buy
52,453
+5,440
+12% +$954K 0.47% 40
2021
Q4 		$8.04M Buy
47,013
+2,396
+5% +$402K 0.38% 57
2021
Q3 		$7.33M Buy
44,617
+4,643
+12% +$777K 0.41% 50
2021
Q2 		$6.62M Sell
39,974
-4,646
-10% -$789K 0.4% 47
2021
Q1 		$7.14M Sell
44,620
-3,371
-7% -$567K 0.5% 37
2020
Q4 		$8.53M Sell
47,991
-10,753
-18% -$1.89M 0.63% 24
2020
Q3 		$10.4M Buy
+58,744
New +$10.6M 0.9% 10

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 Private Wealth Services's GLD Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its SPDR Gold Trust (GLD) stake by 3.8% in Q2 2026, selling an estimated $1.63M and leaving 100,584 shares worth $37.1M. The position accounts for 0.41% of the portfolio, ranked #46.

Kestra Private Wealth Services first reported a position in GLD in Q3 2020 and has held it in 24 quarters since. The position peaked at $45M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Kestra Private Wealth Services held 100,584 shares of SPDR Gold Trust worth $37.1M as of Q2 2026.
  • Kestra Private Wealth Services sold 3,932 SPDR Gold Trust shares in Q2 2026, an estimated $1.63M.
  • SPDR Gold Trust made up 0.41% of Kestra Private Wealth Services's portfolio in Q2 2026, its #46 holding.
  • Kestra Private Wealth Services first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's SPDR Gold Trust position peaked at $45M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.