KFA Private Wealth Group
GLD icon

KFA Private Wealth Group’s SPDR Gold Trust GLD Stock Holding History

KFA Private Wealth Group’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
Q3 		$370K Sell
972
-227
-19% -$88.8K 0.09% 102
2026
Q2 		$442K Sell
1,199
-2,319
-66% -$961K 0.11% 89
2026
Q1 		$1.51M Sell
3,518
-56
-2% -$25.1K 0.36% 40
2025
Q4 		$1.42M Buy
3,574
+30
+0.8% +$11.5K 0.34% 38
2025
Q3 		$1.26M Sell
3,544
-301
-8% -$95.9K 0.36% 37
2025
Q2 		$1.17M Sell
3,845
-47
-1% -$14.2K 0.36% 39
2025
Q1 		$1.12M Buy
3,892
+2,730
+235% +$722K 0.39% 34
2024
Q4 		$281K Buy
+1,162
New +$286K 0.12% 72
2024
Q2 		– Sell
-5,924
Closed -$1.22M – 85
2024
Q1 		$1.22M Buy
5,924
+370
+7% +$71K 0.38% 32
2023
Q4 		$1.06M Sell
5,554
-187
-3% -$34.3K 0.38% 30
2023
Q3 		$984K Hold
5,741
– – 0.41% 30
2023
Q2 		$1.02M Buy
5,741
+407
+8% +$74.8K 0.42% 31
2023
Q1 		$977K Buy
5,334
+104
+2% +$18.3K 0.45% 29
2022
Q4 		$887K Buy
5,230
+533
+11% +$85.9K 0.45% 30
2022
Q3 		$727K Buy
4,697
+70
+2% +$11.3K 0.39% 31
2022
Q2 		$780K Sell
4,627
-369
-7% -$64.4K 0.43% 33
2022
Q1 		$903K Buy
4,996
+389
+8% +$68.2K 0.45% 33
2021
Q4 		$788K Sell
4,607
-266
-5% -$44.7K 0.39% 30
2021
Q3 		$800K Hold
4,873
– – 0.44% 29
2021
Q2 		$807K Buy
4,873
+767
+19% +$130K 0.44% 29
2021
Q1 		$657K Sell
4,106
-7
-0.2% -$1.18K 0.38% 32
2020
Q4 		$734K Sell
4,113
-1,088
-21% -$192K 0.47% 31
2020
Q3 		$921K Sell
5,201
-333
-6% -$59.8K 0.69% 24
2020
Q2 		$926K Buy
5,534
+3,843
+227% +$620K 0.89% 22
2020
Q1 		$250K Sell
1,691
-9
-0.5% -$1.34K 0.3% 42
2019
Q4 		$243K Buy
+1,700
New +$238K 0.22% 45

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

KFA Private Wealth Group's GLD Position: Q3 2026 in Review

KFA Private Wealth Group reduced its SPDR Gold Trust (GLD) stake by 19% in Q3 2026, selling an estimated $88.8K and leaving 972 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #102.

KFA Private Wealth Group first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.51M in Q1 2026. 1,049 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • KFA Private Wealth Group held 972 shares of SPDR Gold Trust worth $370K as of Q3 2026.
  • KFA Private Wealth Group sold 227 SPDR Gold Trust shares in Q3 2026, an estimated $88.8K.
  • SPDR Gold Trust made up 0.09% of KFA Private Wealth Group's portfolio in Q3 2026, its #102 holding.
  • KFA Private Wealth Group first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • KFA Private Wealth Group's SPDR Gold Trust position peaked at $1.51M in Q1 2026.
  • 1,049 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.