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

CFS 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 		– Sell
-750
Closed -$334K – 358
2026
Q1 		$334K Buy
+750
New +$336K 0.02% 297

Other funds holding GLD

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

CFS Investment Advisory Services sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 750 shares — an estimated $334K sold.

CFS Investment Advisory Services first reported a position in GLD in Q1 2026 and held it in 1 quarter. The position peaked at $334K in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • CFS Investment Advisory Services reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • CFS Investment Advisory Services sold 750 SPDR Gold Trust shares in Q2 2026, an estimated $334K.
  • CFS Investment Advisory Services first reported a position in SPDR Gold Trust in Q1 2026 and held it in 1 quarter.
  • CFS Investment Advisory Services's SPDR Gold Trust position peaked at $334K in Q1 2026.
  • 3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.