Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s SPDR Gold Trust GLD Stock Holding History

Kovitz Investment Group 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 		$2.86M Buy
6,646
+479
+8% +$215K 0.07% 188
2025
Q4 		$2.44M Sell
6,167
-70,317
-92% -$26.9M 0.05% 209
2025
Q3 		$27.2M Buy
76,484
+6,662
+10% +$2.12M 0.11% 178
2025
Q2 		$21.3M Buy
69,822
+14,977
+27% +$4.54M 0.09% 194
2025
Q1 		$15.8M Buy
54,845
+1,495
+3% +$395K 0.08% 202
2024
Q4 		$12.9M Sell
53,350
-6,758
-11% -$1.66M 0.06% 226
2024
Q3 		$14.3M Buy
60,108
+56,335
+1,493% +$12.9M 0.1% 173
2024
Q2 		$811K Buy
3,773
+1,569
+71% +$339K 0.01% 580
2024
Q1 		$453K Buy
+2,204
New +$423K 0.01% 520
2022
Q1 		– Sell
-2,775
Closed -$495K – 438
2021
Q4 		$495K Buy
+2,775
New +$466K 0.01% 337
2021
Q2 		– Sell
-2,697
Closed -$431K – 430
2021
Q1 		$431K Sell
2,697
-78
-3% -$13.1K 0.01% 349
2020
Q4 		$495K Buy
2,775
+75
+3% +$13.2K 0.01% 336
2020
Q3 		$478K Sell
2,700
-215
-7% -$38.6K 0.01% 328
2020
Q2 		$488K Sell
2,915
-2,565
-47% -$414K 0.02% 309
2020
Q1 		$811K Hold
5,480
– – 0.03% 263
2019
Q4 		$783K Hold
5,480
– – 0.02% 289
2019
Q3 		$761K Hold
5,480
– – 0.02% 287
2019
Q2 		$730K Hold
5,480
– – 0.02% 291
2019
Q1 		$669K Buy
+5,480
New +$675K 0.02% 305

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

Kovitz Investment Group Partners's GLD Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its SPDR Gold Trust (GLD) stake by 7.8% in Q1 2026, buying an estimated $215K and bringing the position to 6,646 shares worth $2.86M. The position accounts for 0.07% of the portfolio, ranked #188.

Kovitz Investment Group Partners first reported a position in GLD in Q1 2019 and has held it in 19 quarters since. The position peaked at $27.2M in Q3 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Kovitz Investment Group Partners held 6,646 shares of SPDR Gold Trust worth $2.86M as of Q1 2026.
  • Kovitz Investment Group Partners bought 479 SPDR Gold Trust shares in Q1 2026, an estimated $215K.
  • SPDR Gold Trust made up 0.07% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #188 holding.
  • Kovitz Investment Group Partners first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 19 quarters since.
  • Kovitz Investment Group Partners's SPDR Gold Trust position peaked at $27.2M in Q3 2025.
  • 3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.