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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return