KFG Wealth Management
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KFG Wealth Management’s SPDR Gold Trust GLD Stock Holding History

KFG Wealth Management’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 		$2.07M Sell
5,448
-251
-4% -$98.2K 0.23% 52
2026
Q2 		$2.1M Sell
5,699
-25
-0.4% -$10.4K 0.24% 55
2026
Q1 		$2.46M Buy
5,724
+252
+5% +$113K 0.32% 50
2025
Q4 		$2.17M Sell
5,472
-534
-9% -$204K 0.29% 53
2025
Q3 		$2.13M Sell
6,006
-402
-6% -$128K 0.31% 49
2025
Q2 		$1.95M Buy
6,408
+11
+0.2% +$3.33K 0.31% 51
2025
Q1 		$1.84M Buy
6,397
+168
+3% +$44.4K 0.34% 50
2024
Q4 		$1.51M Buy
6,229
+225
+4% +$55.3K 0.28% 50
2024
Q3 		$1.46M Buy
6,004
+702
+13% +$161K 0.32% 54
2024
Q2 		$1.14M Buy
5,302
+185
+4% +$40K 0.45% 47
2024
Q1 		$1.05M Buy
5,117
+34
+0.7% +$6.52K 0.43% 47
2023
Q4 		$972K Buy
5,083
+417
+9% +$76.4K 0.44% 42
2023
Q3 		$800K Sell
4,666
-168
-3% -$30K 0.43% 44
2023
Q2 		$862K Buy
4,834
+65
+1% +$11.9K 0.5% 37
2023
Q1 		$905K Buy
4,769
+370
+8% +$65.1K 0.63% 28
2022
Q4 		$746K Buy
+4,399
New +$709K 0.76% 26

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KFG Wealth Management's GLD Position: Q3 2026 in Review

KFG Wealth Management reduced its SPDR Gold Trust (GLD) stake by 4.4% in Q3 2026, selling an estimated $98.2K and leaving 5,448 shares worth $2.07M. The position accounts for 0.23% of the portfolio, ranked #52.

KFG Wealth Management first reported a position in GLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.46M in Q1 2026. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • KFG Wealth Management held 5,448 shares of SPDR Gold Trust worth $2.07M as of Q3 2026.
  • KFG Wealth Management sold 251 SPDR Gold Trust shares in Q3 2026, an estimated $98.2K.
  • SPDR Gold Trust made up 0.23% of KFG Wealth Management's portfolio in Q3 2026, its #52 holding.
  • KFG Wealth Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 16 quarters since.
  • KFG Wealth Management's SPDR Gold Trust position peaked at $2.46M in Q1 2026.
  • 2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.