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Keystone Financial Group (Kentucky)’s SPDR Gold Trust GLD Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.82M Sell
4,952
-707
-12% -$293K 0.11% 143
2026
Q1 		$2.44M Buy
5,659
+561
+11% +$251K 0.17% 105
2025
Q4 		$2.02M Buy
5,098
+1,582
+45% +$604K 0.15% 105
2025
Q3 		$1.25M Buy
3,516
+127
+4% +$40.5K 0.1% 137
2025
Q2 		$1.03M Buy
3,389
+848
+33% +$257K 0.09% 149
2025
Q1 		$732K Buy
2,541
+229
+10% +$60.6K 0.07% 175
2024
Q4 		$560K Buy
2,312
+97
+4% +$23.8K 0.06% 196
2024
Q3 		$538K Buy
2,215
+240
+12% +$55K 0.07% 182
2024
Q2 		$425K Buy
1,975
+91
+5% +$19.7K 0.15% 93
2024
Q1 		$388K Buy
1,884
+118
+7% +$22.6K 0.06% 213
2023
Q4 		$338K Sell
1,766
-410
-19% -$75.1K 0.06% 199
2023
Q3 		$373K Buy
2,176
+385
+21% +$68.8K 0.06% 190
2023
Q2 		$319K Buy
+1,791
New +$329K 0.05% 205
2022
Q4 		$258K Sell
1,524
-16
-1% -$2.58K 0.05% 229
2022
Q3 		$238K Sell
1,540
-170
-10% -$27.3K 0.05% 237
2022
Q2 		$288K Buy
1,710
+280
+20% +$48.9K 0.06% 214
2022
Q1 		$258K Sell
1,430
-341
-19% -$59.8K 0.04% 251
2021
Q4 		$303K Buy
1,771
+60
+4% +$10.1K 0.05% 236
2021
Q3 		$281K Sell
1,711
-317
-16% -$53.1K 0.05% 235
2021
Q2 		$336K Buy
2,028
+52
+3% +$8.84K 0.06% 207
2021
Q1 		$316K Buy
1,976
+84
+4% +$14.1K 0.06% 200
2020
Q4 		$337K Buy
1,892
+95
+5% +$16.7K 0.07% 183
2020
Q3 		$318K Buy
+1,797
New +$323K 0.08% 175

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

Keystone Financial Group (Kentucky)'s GLD Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its SPDR Gold Trust (GLD) stake by 12% in Q2 2026, selling an estimated $293K and leaving 4,952 shares worth $1.82M. The position accounts for 0.11% of the portfolio, ranked #143.

Keystone Financial Group (Kentucky) first reported a position in GLD in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.44M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 4,952 shares of SPDR Gold Trust worth $1.82M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 707 SPDR Gold Trust shares in Q2 2026, an estimated $293K.
  • SPDR Gold Trust made up 0.11% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #143 holding.
  • Keystone Financial Group (Kentucky) first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 23 quarters since.
  • Keystone Financial Group (Kentucky)'s SPDR Gold Trust position peaked at $2.44M in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.