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 Q2	$108K	Hold	250	–	–	﹤0.01%	58
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CBIZ Investment Advisory Services's GLD Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its SPDR Gold Trust (GLD) position steady in Q2 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 10 quarters since. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

CBIZ Investment Advisory Services held 250 shares of SPDR Gold Trust worth $108K as of Q2 2026.
CBIZ Investment Advisory Services left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #58 holding.
CBIZ Investment Advisory Services first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 10 quarters since.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.