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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
2022
Q4 		– Sell
-26,603
Closed – – 176
2022
Q3 		$0 Buy
+26,603
New +$4.28M ﹤0.01% 279

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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 Q3 2022 and held it in 2 quarters. The position peaked at $334K in Q1 2026. 918 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 Q3 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's SPDR Gold Trust position peaked at $334K in Q1 2026.
  • 918 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.