CGC Financial Services’s SPDR Gold Trust GLD Stock Holding History

CGC Financial 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	$113K	Hold	306	–	–	0.03%	94
2026 Q1	$132K	Sell	306 -741	-71%	-$332K	0.04%	84
2025 Q4	$415K	Hold	1,047	–	–	0.11%	38
2025 Q3	$372K	Hold	1,047	–	–	0.1%	40
2025 Q2	$319K	Hold	1,047	–	–	0.11%	41
2025 Q1	$302K	Hold	1,047	–	–	0.12%	39
2024 Q4	$254K	Hold	1,047	–	–	0.1%	46
2024 Q3	$254K	Hold	1,047	–	–	0.1%	46
2024 Q2	$225K	Hold	1,047	–	–	0.1%	47
2024 Q1	$215K	Hold	1,047	–	–	0.11%	47
2023 Q4	$200K	Hold	1,047	–	–	0.09%	54
2023 Q3	$180K	Hold	1,047	–	–	0.13%	45
2023 Q2	$187K	Buy	+1,047	New	+$192K	0.12%	48

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

CGC Financial Services's GLD Position: Q2 2026 in Review

CGC Financial Services held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 306 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #94.

CGC Financial Services first reported a position in GLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $415K in Q4 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

CGC Financial Services held 306 shares of SPDR Gold Trust worth $113K as of Q2 2026.
CGC Financial Services left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.03% of CGC Financial Services's portfolio in Q2 2026, its #94 holding.
CGC Financial Services first reported a position in SPDR Gold Trust in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's SPDR Gold Trust position peaked at $415K in Q4 2025.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.