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Keystone Wealth Services’s SPDR Gold Trust GLD Stock Holding History

Keystone Wealth 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
Q2 		– Sell
-510
Closed -$219K – 333
2026
Q1 		$219K Sell
510
-617
-55% -$276K 0.05% 280
2025
Q4 		$447K Sell
1,127
-102
-8% -$39K 0.09% 159
2025
Q3 		$437K Buy
1,229
+4
+0.3% +$1.27K 0.1% 200
2025
Q2 		$373K Hold
1,225
– – 0.09% 204
2025
Q1 		$353K Buy
1,225
+210
+21% +$55.5K 0.1% 187
2024
Q4 		$246K Buy
1,015
+98
+11% +$24.1K 0.07% 224
2024
Q3 		$223K Buy
+917
New +$210K 0.06% 236

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 Wealth Services's GLD Position: Q2 2026 in Review

Keystone Wealth Services sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 510 shares — an estimated $219K sold.

Keystone Wealth Services first reported a position in GLD in Q3 2024 and held it in 7 quarters. The position peaked at $447K in Q4 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Keystone Wealth Services reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 510 SPDR Gold Trust shares in Q2 2026, an estimated $219K.
  • Keystone Wealth Services first reported a position in SPDR Gold Trust in Q3 2024 and held it in 7 quarters.
  • Keystone Wealth Services's SPDR Gold Trust position peaked at $447K in Q4 2025.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.