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

Commonwealth 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
Q3 		$1.09M Sell
2,863
-129
-4% -$50.4K 0.19% 84
2026
Q2 		$1.1M Sell
2,992
-156
-5% -$64.6K 0.15% 100
2026
Q1 		$1.35M Buy
3,148
+223
+8% +$100K 0.21% 64
2025
Q4 		$1.16M Buy
2,925
+78
+3% +$29.8K 0.19% 70
2025
Q3 		$1.01M Buy
2,847
+112
+4% +$35.7K 0.17% 73
2025
Q2 		$834K Buy
2,735
+25
+0.9% +$7.57K 0.16% 82
2025
Q1 		$781K Buy
2,710
+18
+0.7% +$4.76K 0.16% 85
2024
Q4 		$652K Sell
2,692
-2,276
-46% -$559K 0.13% 89
2024
Q3 		$1.22M Buy
4,968
+1,456
+41% +$333K 0.24% 58
2024
Q2 		$766K Sell
3,512
-1,084
-24% -$234K 0.16% 77
2024
Q1 		$879K Hold
4,596
– – 0.21% 68
2023
Q4 		$879K Buy
4,596
+1,015
+28% +$186K 0.21% 68
2023
Q3 		$614K Buy
+3,581
New +$640K 0.18% 84
2017
Q1 		$245K Buy
2,049
+1,579
+336% +$184K 0.27% 46
2016
Q4 		$54K Sell
470
-40,360
-99% -$4.68M 0.05% 83
2016
Q3 		$5.13M Sell
40,830
-1,187
-3% -$151K 4.83% 5
2016
Q2 		$5.31M Buy
42,017
+41,849
+24,910% +$5.04M 6.26% 3
2016
Q1 		$20K Buy
+168
New +$19K 0.03% 117

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Commonwealth Financial Services's GLD Position: Q3 2026 in Review

Commonwealth Financial Services reduced its SPDR Gold Trust (GLD) stake by 4.3% in Q3 2026, selling an estimated $50.4K and leaving 2,863 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #84.

Commonwealth Financial Services first reported a position in GLD in Q1 2016 and has held it in 18 quarters since. The position peaked at $5.31M in Q2 2016. 964 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Commonwealth Financial Services held 2,863 shares of SPDR Gold Trust worth $1.09M as of Q3 2026.
  • Commonwealth Financial Services sold 129 SPDR Gold Trust shares in Q3 2026, an estimated $50.4K.
  • SPDR Gold Trust made up 0.19% of Commonwealth Financial Services's portfolio in Q3 2026, its #84 holding.
  • Commonwealth Financial Services first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 18 quarters since.
  • Commonwealth Financial Services's SPDR Gold Trust position peaked at $5.31M in Q2 2016.
  • 964 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.