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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
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

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

KFA Private Wealth Group's GLD Position: Q2 2026 in Review

KFA Private Wealth Group reduced its SPDR Gold Trust (GLD) stake by 66% in Q2 2026, selling an estimated $961K and leaving 1,199 shares worth $442K. The position accounts for 0.11% of the portfolio, ranked #89.

KFA Private Wealth Group first reported a position in GLD in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.51M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • KFA Private Wealth Group held 1,199 shares of SPDR Gold Trust worth $442K as of Q2 2026.
  • KFA Private Wealth Group sold 2,319 SPDR Gold Trust shares in Q2 2026, an estimated $961K.
  • SPDR Gold Trust made up 0.11% of KFA Private Wealth Group's portfolio in Q2 2026, its #89 holding.
  • KFA Private Wealth Group first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 25 quarters since.
  • KFA Private Wealth Group's SPDR Gold Trust position peaked at $1.51M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.