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Keudell/Morrison Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Keudell/Morrison Wealth 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 		$806K Buy
2,187
+65
+3% +$26.9K 0.15% 95
2026
Q1 		$913K Hold
2,122
– – 0.19% 83
2025
Q4 		$841K Buy
+2,122
New +$810K 0.18% 83
2025
Q2 		$661K Sell
2,170
-108
-5% -$32.7K 0.15% 95
2025
Q1 		$656K Hold
2,278
– – 0.15% 90
2024
Q4 		$552K Buy
2,278
+58
+3% +$14.3K 0.14% 101
2024
Q3 		$540K Hold
2,220
– – 0.15% 110
2024
Q2 		$477K Buy
2,220
+50
+2% +$10.8K 0.14% 116
2024
Q1 		$446K Hold
2,170
– – 0.14% 123
2023
Q4 		$415K Hold
2,170
– – 0.14% 119
2023
Q3 		$372K Hold
2,170
– – 0.11% 119
2023
Q2 		$387K Buy
2,170
+130
+6% +$23.9K 0.11% 117
2023
Q1 		$374K Hold
2,040
– – 0.11% 120
2022
Q4 		$346K Hold
2,040
– – 0.11% 124
2022
Q3 		$316K Sell
2,040
-300
-13% -$48.2K 0.12% 125
2022
Q2 		$394K Buy
2,340
+140
+6% +$24.4K 0.14% 110
2022
Q1 		$397K Buy
2,200
+160
+8% +$28.1K 0.17% 120
2021
Q4 		$349K Buy
2,040
+10
+0.5% +$1.68K 0.14% 128
2021
Q3 		$333K Hold
2,030
– – 0.14% 126
2021
Q2 		$336K Buy
+2,030
New +$345K 0.18% 128

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Keudell/Morrison Wealth Management's GLD Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its SPDR Gold Trust (GLD) stake by 3.1% in Q2 2026, buying an estimated $26.9K and bringing the position to 2,187 shares worth $806K. The position accounts for 0.15% of the portfolio, ranked #95.

Keudell/Morrison Wealth Management first reported a position in GLD in Q2 2021 and has held it in 20 quarters since. The position peaked at $913K in Q1 2026. 1,330 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,187 shares of SPDR Gold Trust worth $806K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 65 SPDR Gold Trust shares in Q2 2026, an estimated $26.9K.
  • SPDR Gold Trust made up 0.15% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Keudell/Morrison Wealth Management first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 20 quarters since.
  • Keudell/Morrison Wealth Management's SPDR Gold Trust position peaked at $913K in Q1 2026.
  • 1,330 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.