KA
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Klingman & Associates’s SPDR Gold Trust GLD Stock Holding History

Klingman & Associates’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 		$1.08M Hold
2,919
– – 0.05% 132
2026
Q1 		$1.26M Buy
2,919
+1,107
+61% +$496K 0.06% 114
2025
Q4 		$718K Hold
1,812
– – 0.03% 154
2025
Q3 		$644K Buy
1,812
+21
+1% +$6.69K 0.03% 159
2025
Q2 		$546K Buy
1,791
+48
+3% +$14.5K 0.03% 163
2025
Q1 		$502K Sell
1,743
-100
-5% -$26.4K 0.03% 157
2024
Q4 		$446K Buy
1,843
+95
+5% +$23.3K 0.03% 163
2024
Q3 		$425K Buy
1,748
+5
+0.3% +$1.15K 0.03% 175
2024
Q2 		$375K Sell
1,743
-25
-1% -$5.41K 0.03% 169
2024
Q1 		$364K Sell
1,768
-40
-2% -$7.68K 0.03% 176
2023
Q4 		$346K Hold
1,808
– – 0.03% 171
2023
Q3 		$310K Buy
1,808
+65
+4% +$11.6K 0.03% 174
2023
Q2 		$311K Hold
1,743
– – 0.03% 169
2023
Q1 		$319K Hold
1,743
– – 0.03% 150
2022
Q4 		$296K Hold
1,743
– – 0.03% 157
2022
Q3 		$270K Hold
1,743
– – 0.03% 156
2022
Q2 		$294K Hold
1,743
– – 0.03% 148
2022
Q1 		$315K Hold
1,743
– – 0.03% 157
2021
Q4 		$298K Hold
1,743
– – 0.03% 145
2021
Q3 		$286K Hold
1,743
– – 0.03% 139
2021
Q2 		$289K Hold
1,743
– – 0.03% 134
2021
Q1 		$279K Hold
1,743
– – 0.03% 138
2020
Q4 		$311K Hold
1,743
– – 0.04% 116
2020
Q3 		$309K Hold
1,743
– – 0.04% 106
2020
Q2 		$292K Buy
+1,743
New +$281K 0.04% 106
2016
Q4 		– Sell
-1
Closed – – 182
2016
Q3 		$0 Buy
+1
New +$127 ﹤0.01% 378
2016
Q1 		– Sell
-500
Closed -$51K – 393
2015
Q4 		$51K Sell
500
-558
-53% -$59K 0.02% 207
2015
Q3 		$113K Hold
1,058
– – 0.04% 147
2015
Q2 		$119K Sell
1,058
-87
-8% -$9.96K 0.05% 122
2015
Q1 		$130K Buy
1,145
+578
+102% +$67.6K 0.05% 105
2014
Q4 		$64K Buy
+567
New +$65.4K 0.03% 164

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 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

Klingman & Associates's GLD Position: Q2 2026 in Review

Klingman & Associates held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,919 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #132.

Klingman & Associates first reported a position in GLD in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.26M in Q1 2026. 1,284 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Klingman & Associates held 2,919 shares of SPDR Gold Trust worth $1.08M as of Q2 2026.
  • Klingman & Associates left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.05% of Klingman & Associates's portfolio in Q2 2026, its #132 holding.
  • Klingman & Associates first reported a position in SPDR Gold Trust in Q4 2014 and has held it in 31 quarters since.
  • Klingman & Associates's SPDR Gold Trust position peaked at $1.26M in Q1 2026.
  • 1,284 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.