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KFG Wealth Management, LLC

SEC CIK
0001919344
Latest filing
Jul 22, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by KFG Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
5,699
Value
$2.10M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of GLD by KFG Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,699$2.10M0.2%−25−0.4%ReducedHolders
Q1 20265,724$2.46M0.3%+252+4.6%AddedHolders
Q4 20255,472$2.17M0.3%−534−8.9%ReducedHolders
Q3 20256,006$2.13M0.3%−402−6.3%ReducedHolders
Q2 20256,408$1.95M0.3%+11+0.2%AddedHolders
Q1 20256,397$1.84M0.3%+168+2.7%AddedHolders
Q4 20246,229$1.51M0.3%+225+3.7%AddedHolders
Q3 20246,004$1.46M0.3%+702+13.2%AddedHolders
Q2 20245,302$1.14M0.5%+185+3.6%AddedHolders
Q1 20245,117$1.05M0.4%+34+0.7%AddedHolders
Q4 20235,083$971.7K0.4%+417+8.9%AddedHolders
Q3 20234,666$800.0K0.4%−168−3.5%ReducedHolders
Q2 20234,834$861.8K0.5%+65+1.4%AddedHolders
Q1 20234,769$904.8K0.6%+370+8.4%AddedHolders
Q4 20224,399$746.2K0.8%–No prior filingHolders