KPP Advisory Services’s SPDR Gold Trust GLD Stock Holding History

KPP Advisory Services’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	$619K	Sell	1,679 -44	-3%	-$18.2K	0.08%	198
2026 Q1	$741K	Buy	1,723 +20	+1%	+$8.96K	0.11%	165
2025 Q4	$675K	Buy	1,703 +57	+3%	+$21.8K	0.1%	175
2025 Q3	$585K	Buy	1,646 +16	+1%	+$5.1K	0.09%	187
2025 Q2	$497K	Buy	1,630 +5	+0.3%	+$1.51K	0.08%	193
2025 Q1	$468K	Buy	1,625 +138	+9%	+$36.5K	0.09%	186
2024 Q4	$360K	Sell	1,487 -59	-4%	-$14.5K	0.08%	171
2024 Q3	$376K	Sell	1,546 -28	-2%	-$6.41K	0.09%	165
2024 Q2	$338K	Sell	1,574 -273	-15%	-$59K	0.09%	169
2024 Q1	$380K	Sell	1,847 -1,970	-52%	-$378K	0.1%	156
2023 Q4	$730K	Sell	3,817 -6,136	-62%	-$1.12M	0.64%	37
2023 Q3	$1.71M	Buy	+9,953	New	+$1.78M	0.56%	45

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KPP Advisory Services's GLD Position: Q2 2026 in Review

KPP Advisory Services reduced its SPDR Gold Trust (GLD) stake by 2.6% in Q2 2026, selling an estimated $18.2K and leaving 1,679 shares worth $619K. The position accounts for 0.08% of the portfolio, ranked #198.

KPP Advisory Services first reported a position in GLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.71M in Q3 2023. 3,019 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

KPP Advisory Services held 1,679 shares of SPDR Gold Trust worth $619K as of Q2 2026.
KPP Advisory Services sold 44 SPDR Gold Trust shares in Q2 2026, an estimated $18.2K.
SPDR Gold Trust made up 0.08% of KPP Advisory Services's portfolio in Q2 2026, its #198 holding.
KPP Advisory Services first reported a position in SPDR Gold Trust in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's SPDR Gold Trust position peaked at $1.71M in Q3 2023.
3,019 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.