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KMG Fiduciary Partners’s SPDR Gold Trust GLD Stock Holding History

KMG Fiduciary Partners’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
Q1 		– Sell
-2,609
Closed -$1.03M – 266
2025
Q4 		$1.03M Sell
2,609
-954
-27% -$364K 0.07% 164
2025
Q3 		$1.27M Hold
3,563
– – 0.09% 171
2025
Q2 		$1.09M Hold
3,563
– – 0.08% 175
2025
Q1 		$1.03M Buy
3,563
+38
+1% +$10K 0.09% 178
2024
Q4 		$853K Hold
3,525
– – 0.07% 191
2024
Q3 		$857K Sell
3,525
-65
-2% -$14.9K 0.07% 184
2024
Q2 		$772K Hold
3,590
– – 0.08% 164
2024
Q1 		$739K Sell
3,590
-2
-0.1% -$384 0.08% 159
2023
Q4 		$687K Buy
3,592
+151
+4% +$27.7K 0.08% 165
2023
Q3 		$590K Buy
3,441
+195
+6% +$34.9K 0.08% 164
2023
Q2 		$579K Buy
3,246
+166
+5% +$30.5K 0.07% 165
2023
Q1 		$564K Buy
3,080
+304
+11% +$53.5K 0.08% 167
2022
Q4 		$471K Buy
2,776
+253
+10% +$40.8K 0.08% 170
2022
Q3 		$390K Buy
2,523
+61
+2% +$9.81K 0.08% 151
2022
Q2 		$415K Hold
2,462
– – 0.08% 152
2022
Q1 		$445K Hold
2,462
– – 0.07% 152
2021
Q4 		$421K Sell
2,462
-25
-1% -$4.2K 0.07% 149
2021
Q3 		$408K Hold
2,487
– – 0.07% 146
2021
Q2 		$412K Buy
+2,487
New +$423K 0.07% 146

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KMG Fiduciary Partners's GLD Position: Q1 2026 in Review

KMG Fiduciary Partners sold out of SPDR Gold Trust (GLD) in Q1 2026, closing a stake of 2,609 shares — an estimated $1.03M sold.

KMG Fiduciary Partners first reported a position in GLD in Q2 2021 and held it in 19 quarters. The position peaked at $1.27M in Q3 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • KMG Fiduciary Partners reported no remaining SPDR Gold Trust position as of Q1 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 2,609 SPDR Gold Trust shares in Q1 2026, an estimated $1.03M.
  • KMG Fiduciary Partners first reported a position in SPDR Gold Trust in Q2 2021 and held it in 19 quarters.
  • KMG Fiduciary Partners's SPDR Gold Trust position peaked at $1.27M in Q3 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on KMG Fiduciary Partners's 13F filing for Q1 2026, filed 13 Apr 2026.