SALEM INVESTMENT COUNSELORS INC KGLD β€” KURV ETF TR

Ownership history in SALEM INVESTMENT COUNSELORS INC  Β·  2 quarters on record

AI Ownership Summary

SALEM INVESTMENT COUNSELORS INC reported KURV ETF TR (KGLD) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows KGLD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KGLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SALEM INVESTMENT COUNSELORS INC's position in KURV ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KGLD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SALEM INVESTMENT COUNSELORS INC held KGLD β€” position size vs. price
% of Fund (quarterly)    KGLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 500 +400 +400.0% 0.00% $13K 2026-07-14 $26.21
2026 Q1 INITIATED β€” β€” β€” 100 β€” β€” 0.00% $3K 2026-04-13 $31.05

🏒 Other funds also holding KGLD

As of 2026 Q2 β€” sorted by position size

Wealthcare Advisory Partners LLC 3Y 7Y 0.02% City State Bank 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About SALEM INVESTMENT COUNSELORS INC and KGLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has SALEM INVESTMENT COUNSELORS INC reported owning KGLD?

SALEM INVESTMENT COUNSELORS INC reported KGLD across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported KGLD position in SALEM INVESTMENT COUNSELORS INC's portfolio?

The largest reported portfolio weight for KGLD was 0.00% in 2026 Q2.

What is the latest reported KGLD position on this page?

The most recent filing on this page is 2026 Q2, when SALEM INVESTMENT COUNSELORS INC reported 500 shares, equal to 0.00% of portfolio, with an estimated market value of $13K.

What does the chart on this KGLD ownership page compare?

The chart compares SALEM INVESTMENT COUNSELORS INC's quarterly KGLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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