CBIZ Investment Advisory Services’s SPDR Gold Trust GLD Stock Holding History

CBIZ Investment 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	$108K	Hold	250	–	–	﹤0.01%	58
2025 Q4	$99.1K	Hold	250	–	–	﹤0.01%	86
2025 Q3	$88.9K	Hold	250	–	–	﹤0.01%	85
2025 Q2	$76.2K	Hold	250	–	–	﹤0.01%	94
2025 Q1	$72K	Hold	250	–	–	﹤0.01%	94
2024 Q4	$60.5K	Hold	250	–	–	﹤0.01%	100
2024 Q3	$60.8K	Sell	250 -26	-9%	-$5.95K	﹤0.01%	98
2024 Q2	$59.3K	Buy	276 +26	+10%	+$5.62K	﹤0.01%	98
2024 Q1	$51.4K	Buy	+250	New	+$48K	﹤0.01%	102
2020 Q3	–	Hold	0	–	–	–	98
2020 Q2	–	Hold	0	–	–	–	79
2020 Q1	–	Hold	0	–	–	–	94
2019 Q4	–	Hold	0	–	–	–	100

Other funds holding GLD

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 $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CBIZ Investment Advisory Services's GLD Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 250 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #58.

CBIZ Investment Advisory Services first reported a position in GLD in Q1 2024 and has held it in 9 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

CBIZ Investment Advisory Services held 250 shares of SPDR Gold Trust worth $108K as of Q1 2026.
CBIZ Investment Advisory Services left its SPDR Gold Trust share count unchanged in Q1 2026.
SPDR Gold Trust made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #58 holding.
CBIZ Investment Advisory Services first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 9 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.