KCFA
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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
2024
Q4 		– Sell
-200
Closed -$48.6K – 200
2024
Q3 		$48.6K Buy
+200
New +$45.8K 0.02% 199

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

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. 1,284 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.
  • 1,284 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.