Key Client Fiduciary Advisors’s SPDR Gold Trust GLD Stock Holding History

Key Client Fiduciary Advisors’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	$598K	Sell	1,624 -93	-5%	-$38.5K	0.17%	117
2026 Q1	$739K	Sell	1,717 -125	-7%	-$56K	0.25%	86
2025 Q4	$730K	Buy	1,842 +80	+5%	+$30.6K	0.25%	83
2025 Q3	$626K	Buy	1,762 +220	+14%	+$70.1K	0.21%	97
2025 Q2	$470K	Buy	1,542 +65	+4%	+$19.7K	0.19%	116
2025 Q1	$426K	Buy	1,477 +7	+0.5%	+$1.85K	0.19%	116
2024 Q4	$356K	Hold	1,470	–	–	0.16%	130
2024 Q3	$357K	Buy	1,470 +129	+10%	+$29.5K	0.16%	132
2024 Q2	$288K	Hold	1,341	–	–	0.14%	144
2024 Q1	$276K	Buy	+1,341	New	+$257K	0.15%	144

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Key Client Fiduciary Advisors's GLD Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its SPDR Gold Trust (GLD) stake by 5.4% in Q2 2026, selling an estimated $38.5K and leaving 1,624 shares worth $598K. The position accounts for 0.17% of the portfolio, ranked #117.

Key Client Fiduciary Advisors first reported a position in GLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $739K in Q1 2026. 1,265 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Key Client Fiduciary Advisors held 1,624 shares of SPDR Gold Trust worth $598K as of Q2 2026.
Key Client Fiduciary Advisors sold 93 SPDR Gold Trust shares in Q2 2026, an estimated $38.5K.
SPDR Gold Trust made up 0.17% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #117 holding.
Key Client Fiduciary Advisors first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
Key Client Fiduciary Advisors's SPDR Gold Trust position peaked at $739K in Q1 2026.
1,265 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.