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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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. 3,043 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.
3,043 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.