LMKC
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L.M. Kohn & Company’s SPDR Gold Trust GLD Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-4,663
Closed -$1.42M – 192
2025
Q2 		$1.42M Buy
4,663
+866
+23% +$262K 0.38% 45
2025
Q1 		$1.09M Buy
3,797
+2,521
+198% +$667K 0.29% 67
2024
Q4 		$309K Buy
1,276
+161
+14% +$39.6K 0.08% 184
2024
Q3 		$271K Sell
1,115
-109
-9% -$25K 0.07% 217
2024
Q2 		$263K Sell
1,224
-250
-17% -$54.1K 0.07% 215
2024
Q1 		$303K Sell
1,474
-933
-39% -$179K 0.09% 201
2023
Q4 		$460K Sell
2,407
-4,939
-67% -$905K 0.15% 131
2023
Q3 		$1.26M Sell
7,346
-3,570
-33% -$638K 0.46% 46
2023
Q2 		$1.95M Buy
10,916
+1,697
+18% +$312K 0.73% 22
2023
Q1 		$1.69M Buy
9,219
+2,519
+38% +$443K 0.7% 24
2022
Q4 		$1.14M Buy
6,700
+5,280
+372% +$850K 0.53% 46
2022
Q3 		$220K Sell
1,420
-9,022
-86% -$1.45M 0.11% 181
2022
Q2 		$1.76M Buy
10,442
+1,615
+18% +$282K 0.82% 22
2022
Q1 		$1.59M Buy
+8,827
New +$1.55M 0.61% 33

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

L.M. Kohn & Company's GLD Position: Q3 2025 in Review

L.M. Kohn & Company sold out of SPDR Gold Trust (GLD) in Q3 2025, closing a stake of 4,663 shares — an estimated $1.42M sold.

L.M. Kohn & Company first reported a position in GLD in Q1 2022 and held it in 14 quarters. The position peaked at $1.95M in Q2 2023. 2,761 funds tracked by Wall St. Rank hold GLD as of Q3 2025.

  • L.M. Kohn & Company reported no remaining SPDR Gold Trust position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 4,663 SPDR Gold Trust shares in Q3 2025, an estimated $1.42M.
  • L.M. Kohn & Company first reported a position in SPDR Gold Trust in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's SPDR Gold Trust position peaked at $1.95M in Q2 2023.
  • 2,761 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.