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Key Financial Inc’s SPDR Gold Trust GLD Stock Holding History

Key Financial Inc’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 		$415K Buy
965
+60
+7% +$26.9K 0.07% 203
2025
Q4 		$359K Sell
905
-12
-1% -$4.58K 0.07% 212
2025
Q3 		$326K Hold
917
– – 0.06% 224
2025
Q2 		$280K Sell
917
-146
-14% -$44.2K 0.06% 235
2025
Q1 		$306K Buy
1,063
+25
+2% +$6.61K 0.07% 212
2024
Q4 		$251K Hold
1,038
– – 0.06% 219
2024
Q3 		$252K Buy
1,038
+100
+11% +$22.9K 0.06% 220
2024
Q2 		$202K Buy
938
+100
+12% +$21.6K 0.05% 245
2024
Q1 		$172K Hold
838
– – 0.04% 246
2023
Q4 		$160K Hold
838
– – 0.04% 241
2023
Q3 		$144K Hold
838
– – 0.05% 240
2023
Q2 		$149K Hold
838
– – 0.05% 240
2023
Q1 		$154K Buy
838
+523
+166% +$92K 0.06% 231
2022
Q4 		$48.7K Hold
315
– – 0.02% 361
2022
Q3 		$49K Hold
315
– – 0.02% 361
2022
Q2 		$53K Hold
315
– – 0.03% 348
2022
Q1 		$57K Hold
315
– – 0.03% 343
2021
Q4 		$54K Sell
315
-83
-21% -$13.9K 0.03% 343
2021
Q3 		$65K Buy
398
+83
+26% +$13.9K 0.04% 303
2021
Q2 		$53K Sell
315
-133
-30% -$22.6K 0.03% 346
2021
Q1 		$72K Buy
448
+133
+42% +$22.4K 0.05% 228
2020
Q4 		$56K Buy
+315
New +$55.5K 0.04% 234
2020
Q2 		– Sell
-315
Closed -$48K – 303
2020
Q1 		$48K Buy
+315
New +$46.9K 0.05% 218

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

Key Financial Inc's GLD Position: Q1 2026 in Review

Key Financial Inc increased its SPDR Gold Trust (GLD) stake by 6.6% in Q1 2026, buying an estimated $26.9K and bringing the position to 965 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #203.

Key Financial Inc first reported a position in GLD in Q1 2020 and has held it in 23 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Key Financial Inc held 965 shares of SPDR Gold Trust worth $415K as of Q1 2026.
  • Key Financial Inc bought 60 SPDR Gold Trust shares in Q1 2026, an estimated $26.9K.
  • SPDR Gold Trust made up 0.07% of Key Financial Inc's portfolio in Q1 2026, its #203 holding.
  • Key Financial Inc first reported a position in SPDR Gold Trust in Q1 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 Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.