Keynote Financial Services’s SPDR Gold Trust GLD Stock Holding History

Keynote Financial Services’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	$667K	Sell	1,551 -150	-9%	-$67.2K	0.35%	82
2025 Q4	$674K	Buy	1,701 +218	+15%	+$83.3K	0.38%	81
2025 Q3	$527K	Buy	1,483 +149	+11%	+$47.5K	0.32%	87
2025 Q2	$407K	Hold	1,334	–	–	0.27%	98
2025 Q1	$384K	Sell	1,334 -237	-15%	-$62.7K	0.27%	101
2024 Q4	$380K	Buy	1,571 +32	+2%	+$7.86K	0.29%	98
2024 Q3	$374K	Hold	1,539	–	–	0.29%	99
2024 Q2	$331K	Hold	1,539	–	–	0.28%	97
2024 Q1	$317K	Buy	+1,539	New	+$295K	0.27%	100

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Keynote Financial Services's GLD Position: Q1 2026 in Review

Keynote Financial Services reduced its SPDR Gold Trust (GLD) stake by 8.8% in Q1 2026, selling an estimated $67.2K and leaving 1,551 shares worth $667K. The position accounts for 0.35% of the portfolio, ranked #82.

Keynote Financial Services first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $674K in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Keynote Financial Services held 1,551 shares of SPDR Gold Trust worth $667K as of Q1 2026.
Keynote Financial Services sold 150 SPDR Gold Trust shares in Q1 2026, an estimated $67.2K.
SPDR Gold Trust made up 0.35% of Keynote Financial Services's portfolio in Q1 2026, its #82 holding.
Keynote Financial Services first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
Keynote Financial Services's SPDR Gold Trust position peaked at $674K in Q4 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.