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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
Q2 		$1.1M Sell
2,992
-156
-5% -$64.6K 0.15% 100
2026
Q1 		$1.35M Buy
3,148
+223
+8% +$99.9K 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

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

Commonwealth Financial Services reduced its SPDR Gold Trust (GLD) stake by 5% in Q2 2026, selling an estimated $64.6K and leaving 2,992 shares worth $1.1M. The position accounts for 0.15% of the portfolio, ranked #100.

Commonwealth Financial Services first reported a position in GLD in Q1 2016 and has held it in 17 quarters since. The position peaked at $5.31M in Q2 2016. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Commonwealth Financial Services held 2,992 shares of SPDR Gold Trust worth $1.1M as of Q2 2026.
  • Commonwealth Financial Services sold 156 SPDR Gold Trust shares in Q2 2026, an estimated $64.6K.
  • SPDR Gold Trust made up 0.15% of Commonwealth Financial Services's portfolio in Q2 2026, its #100 holding.
  • Commonwealth Financial Services first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 17 quarters since.
  • Commonwealth Financial Services's SPDR Gold Trust position peaked at $5.31M in Q2 2016.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.