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

Kingsview 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
2020 Q3	–	Sell	-1,400	Closed	-$5K	–	668
2020 Q2	$5K	Buy	+1,400	New	+$226K	﹤0.01%	575
2019 Q4	–	Sell	-600	Closed	-$1K	–	503
2019 Q3	$1K	Buy	+600	New	+$83.4K	﹤0.01%	428
2019 Q1	–	Sell	-500	Closed	-$2K	–	501
2018 Q4	$2K	Sell	500 -5,900	-92%	-$686K	﹤0.01%	359
2018 Q3	$7K	Buy	+6,400	New	+$734K	﹤0.01%	363
2018 Q1	–	Sell	-4,400	Closed	-$21K	–	394
2017 Q4	$21K	Buy	4,400 +3,200	+267%	+$388K	0.01%	312
2017 Q3	$1K	Sell	1,200 -19,800	-94%	-$2.41M	﹤0.01%	343
2017 Q2	$13K	Buy	21,000 +16,300	+347%	+$1.95M	0.01%	262
2017 Q1	$2K	Buy	+4,700	New	+$546K	﹤0.01%	273

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kingsview Wealth Management's GLD Position: Q1 2026 in Review

Kingsview Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.37% in Q1 2026, selling an estimated $92.7K and leaving 55,883 shares worth $24M. The position accounts for 0.33% of the portfolio, ranked #54.

Kingsview Wealth Management first reported a position in GLD in Q1 2017 and has held it in 37 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Kingsview Wealth Management held 55,883 shares of SPDR Gold Trust worth $24M as of Q1 2026.
Kingsview Wealth Management sold 207 SPDR Gold Trust shares in Q1 2026, an estimated $92.7K.
SPDR Gold Trust made up 0.33% of Kingsview Wealth Management's portfolio in Q1 2026, its #54 holding.
Kingsview Wealth Management first reported a position in SPDR Gold Trust in Q1 2017 and has held it in 37 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.