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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
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% +$6.53K 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

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

KFG Wealth Management's GLD Position: Q2 2026 in Review

KFG Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.44% in Q2 2026, selling an estimated $10.4K and leaving 5,699 shares worth $2.1M. The position accounts for 0.24% of the portfolio, ranked #55.

KFG Wealth Management first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.46M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • KFG Wealth Management held 5,699 shares of SPDR Gold Trust worth $2.1M as of Q2 2026.
  • KFG Wealth Management sold 25 SPDR Gold Trust shares in Q2 2026, an estimated $10.4K.
  • SPDR Gold Trust made up 0.24% of KFG Wealth Management's portfolio in Q2 2026, its #55 holding.
  • KFG Wealth Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • KFG Wealth Management's SPDR Gold Trust position peaked at $2.46M in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.