Kraft Davis & Associates’s SPDR Gold Trust GLD Stock Holding History

Kraft Davis & 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	$1.71M	Buy	4,595 +27	+0.6%	+$11.2K	0.36%	49
2026 Q1	$1.94M	Sell	4,568 -387	-8%	-$173K	0.41%	48
2025 Q4	$2.09M	Sell	4,955 -714	-13%	-$273K	0.47%	45
2025 Q3	$2.07M	Sell	5,669 -6	-0.1%	-$1.91K	0.5%	41
2025 Q2	$1.73M	Sell	5,675 -22,658	-80%	-$6.86M	0.48%	41
2025 Q1	$8.81M	Buy	+28,333	New	+$7.49M	2.84%	12
2024 Q2	–	Sell	-1,275	Closed	-$278K	–	141
2024 Q1	$278K	Sell	1,275 -1,334	-51%	-$256K	0.08%	113
2023 Q4	$488K	Hold	2,609	–	–	0.15%	71
2023 Q3	$441K	Hold	2,609	–	–	0.17%	65
2023 Q2	$462K	Buy	+2,609	New	+$479K	0.16%	70

Other funds holding GLD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Kraft Davis & Associates's GLD Position: Q2 2026 in Review

Kraft Davis & Associates increased its SPDR Gold Trust (GLD) stake by 0.59% in Q2 2026, buying an estimated $11.2K and bringing the position to 4,595 shares worth $1.71M. The position accounts for 0.36% of the portfolio, ranked #49.

Kraft Davis & Associates first reported a position in GLD in Q2 2023 and has held it in 10 quarters since. The position peaked at $8.81M in Q1 2025. 734 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Kraft Davis & Associates held 4,595 shares of SPDR Gold Trust worth $1.71M as of Q2 2026.
Kraft Davis & Associates bought 27 SPDR Gold Trust shares in Q2 2026, an estimated $11.2K.
SPDR Gold Trust made up 0.36% of Kraft Davis & Associates's portfolio in Q2 2026, its #49 holding.
Kraft Davis & Associates first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 10 quarters since.
Kraft Davis & Associates's SPDR Gold Trust position peaked at $8.81M in Q1 2025.
734 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.