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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
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 $1.37T 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 Private Wealth Services's GLD Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its SPDR Gold Trust (GLD) stake by 2.2% in Q1 2026, selling an estimated $1.05M and leaving 104,516 shares worth $45M. The position accounts for 0.55% of the portfolio, ranked #30.

Kestra Private Wealth Services first reported a position in GLD in Q3 2020 and has held it in 23 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Kestra Private Wealth Services held 104,516 shares of SPDR Gold Trust worth $45M as of Q1 2026.
  • Kestra Private Wealth Services sold 2,350 SPDR Gold Trust shares in Q1 2026, an estimated $1.05M.
  • SPDR Gold Trust made up 0.55% of Kestra Private Wealth Services's portfolio in Q1 2026, its #30 holding.
  • Kestra Private Wealth Services first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 23 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.