Kiley Juergens Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.4M | Buy |
17,207
+240
| +1% | +$107K | 1.31% | 16 |
|
|
2025
Q4 | $6.72M | Sell |
16,967
-16
| -0.1% | -$6.11K | 1.45% | 17 |
|
|
2025
Q3 | $6.04M | Buy |
16,983
+319
| +2% | +$102K | 1.33% | 17 |
|
|
2025
Q2 | $5.08M | Buy |
16,664
+208
| +1% | +$63K | 1.17% | 19 |
|
|
2025
Q1 | $4.74M | Sell |
16,456
-241
| -1% | -$63.7K | 1.26% | 17 |
|
|
2024
Q4 | $4.04M | Buy |
16,697
+255
| +2% | +$62.7K | 1.01% | 20 |
|
|
2024
Q3 | $4M | Sell |
16,442
-25
| -0.2% | -$5.72K | 1.04% | 20 |
|
|
2024
Q2 | $3.54M | Sell |
16,467
-110
| -0.7% | -$23.8K | 0.98% | 21 |
|
|
2024
Q1 | $3.41M | Buy |
16,577
+561
| +4% | +$108K | 1.05% | 22 |
|
|
2023
Q4 | $3.06M | Sell |
16,016
-577
| -3% | -$106K | 1.02% | 25 |
|
|
2023
Q3 | $2.84M | Sell |
16,593
-600
| -3% | -$107K | 1.03% | 25 |
|
|
2023
Q2 | $3.06M | Sell |
17,193
-1,263
| -7% | -$232K | 1.06% | 24 |
|
|
2023
Q1 | $3.38M | Buy |
18,456
+1,050
| +6% | +$185K | 1.27% | 19 |
|
|
2022
Q4 | $2.95M | Sell |
17,406
-334
| -2% | -$53.8K | 1.24% | 20 |
|
|
2022
Q3 | $2.74M | Buy |
17,740
+2,184
| +14% | +$351K | 1.29% | 17 |
|
|
2022
Q2 | $2.62M | Sell |
15,556
-12,696
| -45% | -$2.22M | 1.24% | 19 |
|
|
2022
Q1 | $5.1M | Buy |
28,252
+11,971
| +74% | +$2.1M | 2.46% | 10 |
|
|
2021
Q4 | $2.78M | Sell |
16,281
-17
| -0.1% | -$2.85K | 1.06% | 21 |
|
|
2021
Q3 | $2.68M | Buy |
16,298
+935
| +6% | +$157K | 1.17% | 20 |
|
|
2021
Q2 | $2.54M | Buy |
15,363
+1,213
| +9% | +$206K | 1.17% | 20 |
|
|
2021
Q1 | $2.26M | Buy |
14,150
+1,485
| +12% | +$250K | 1.18% | 20 |
|
|
2020
Q4 | $2.26M | Buy |
12,665
+90
| +0.7% | +$15.8K | 1.34% | 17 |
|
|
2020
Q3 | $2.23M | Sell |
12,575
-452
| -3% | -$81.2K | 1.63% | 13 |
|
|
2020
Q2 | $2.18M | Buy |
13,027
+150
| +1% | +$24.2K | 1.82% | 12 |
|
|
2020
Q1 | $1.91M | Buy |
12,877
+750
| +6% | +$112K | 1.97% | 11 |
|
|
2019
Q4 | $1.73M | Buy |
12,127
+100
| +0.8% | +$14K | 1.52% | 18 |
|
|
2019
Q3 | $1.67M | Buy |
12,027
+1,750
| +17% | +$243K | 1.83% | 15 |
|
|
2019
Q2 | $1.37M | Buy |
10,277
+229
| +2% | +$28.3K | 1.54% | 17 |
|
|
2019
Q1 | $1.23M | Hold |
10,048
| – | – | 1.53% | 18 |
|
|
2018
Q4 | $1.22M | Buy |
10,048
+300
| +3% | +$34.9K | 1.71% | 15 |
|
|
2018
Q3 | $1.1M | Buy |
9,748
+125
| +1% | +$14.3K | 0.82% | 23 |
|
|
2018
Q2 | $1.14M | Hold |
9,623
| – | – | 1.02% | 19 |
|
|
2018
Q1 | $1.21M | Buy |
9,623
+350
| +4% | +$44.1K | 1.31% | 17 |
|
|
2017
Q4 | $1.15M | Buy |
+9,273
| New | +$1.12M | 1.03% | 22 |
|
Other funds holding GLD
Kiley Juergens Wealth Management's GLD Position: Q1 2026 in Review
Kiley Juergens Wealth Management increased its SPDR Gold Trust (GLD) stake by 1.4% in Q1 2026, buying an estimated $107K and bringing the position to 17,207 shares worth $7.4M. The position accounts for 1.31% of the portfolio, ranked #16.
Kiley Juergens Wealth Management first reported a position in GLD in Q4 2017 and has held it in 34 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.
- Kiley Juergens Wealth Management held 17,207 shares of SPDR Gold Trust worth $7.4M as of Q1 2026.
- Kiley Juergens Wealth Management bought 240 SPDR Gold Trust shares in Q1 2026, an estimated $107K.
- SPDR Gold Trust made up 1.31% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #16 holding.
- Kiley Juergens Wealth Management first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 34 quarters since.
- 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.
Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.