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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
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 $1.37T 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

Keystone Financial Group (Kentucky)'s GLD Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its SPDR Gold Trust (GLD) stake by 11% in Q1 2026, buying an estimated $251K and bringing the position to 5,659 shares worth $2.44M. The position accounts for 0.17% of the portfolio, ranked #105.

Keystone Financial Group (Kentucky) first reported a position in GLD in Q3 2020 and has held it in 22 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 5,659 shares of SPDR Gold Trust worth $2.44M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 561 SPDR Gold Trust shares in Q1 2026, an estimated $251K.
  • SPDR Gold Trust made up 0.17% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #105 holding.
  • Keystone Financial Group (Kentucky) first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 22 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.