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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
Q2 		$258K Sell
700
-265
-27% -$110K 0.04% 266
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Key Financial Inc's GLD Position: Q2 2026 in Review

Key Financial Inc reduced its SPDR Gold Trust (GLD) stake by 27% in Q2 2026, selling an estimated $110K and leaving 700 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #266.

Key Financial Inc first reported a position in GLD in Q1 2020 and has held it in 24 quarters since. The position peaked at $415K in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Key Financial Inc held 700 shares of SPDR Gold Trust worth $258K as of Q2 2026.
  • Key Financial Inc sold 265 SPDR Gold Trust shares in Q2 2026, an estimated $110K.
  • SPDR Gold Trust made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #266 holding.
  • Key Financial Inc first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's SPDR Gold Trust position peaked at $415K in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.