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Kingswood Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Kingswood Wealth Advisors’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 		$9.96M Buy
27,047
+4,942
+22% +$2.05M 0.4% 45
2026
Q1 		$9.51M Sell
22,105
-719
-3% -$322K 0.45% 42
2025
Q4 		$9.05M Buy
22,824
+1,867
+9% +$713K 0.44% 38
2025
Q3 		$7.45M Buy
20,957
+5,770
+38% +$1.84M 0.45% 39
2025
Q2 		$4.63M Sell
15,187
-3,929
-21% -$1.19M 0.37% 54
2025
Q1 		$5.51M Sell
19,116
-21
-0.1% -$5.55K 0.5% 30
2024
Q4 		$4.63M Buy
19,137
+5,234
+38% +$1.29M 0.35% 53
2024
Q3 		$3.39M Sell
13,903
-5,431
-28% -$1.24M 0.24% 98
2024
Q2 		$4.16M Buy
19,334
+8,131
+73% +$1.76M 0.37% 52
2024
Q1 		$2.3M Sell
11,203
-21,221
-65% -$4.07M 0.27% 86
2023
Q4 		$6.2M Buy
32,424
+27,030
+501% +$4.95M 0.7% 19
2023
Q3 		$2.42M Sell
5,394
-396
-7% -$70.8K 0.41% 62
2023
Q2 		$1.03M Buy
+5,790
New +$1.06M 0.33% 80

Other funds holding GLD

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kingswood Wealth Advisors's GLD Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 22% in Q2 2026, buying an estimated $2.05M and bringing the position to 27,047 shares worth $9.96M. The position accounts for 0.4% of the portfolio, ranked #45.

Kingswood Wealth Advisors first reported a position in GLD in Q2 2023 and has held it in 13 quarters since. 1,097 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Kingswood Wealth Advisors held 27,047 shares of SPDR Gold Trust worth $9.96M as of Q2 2026.
  • Kingswood Wealth Advisors bought 4,942 SPDR Gold Trust shares in Q2 2026, an estimated $2.05M.
  • SPDR Gold Trust made up 0.4% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Kingswood Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • 1,097 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.