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Community Financial Services Group’s SPDR Gold Trust GLD Stock Holding History

Community Financial Services Group’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 		$136K Hold
366
– – 0.02% 152
2026
Q1 		$160K Buy
+366
New +$164K 0.03% 127
2013
Q3 		– Sell
-305
Closed -$36K – 234
2013
Q2 		$36K Buy
+305
New +$41.8K 0.02% 126

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
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Community Financial Services Group's GLD Position: Q2 2026 in Review

Community Financial Services Group held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 366 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #152.

Community Financial Services Group first reported a position in GLD in Q2 2013 and has held it in 3 quarters since. The position peaked at $160K in Q1 2026. 676 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Community Financial Services Group held 366 shares of SPDR Gold Trust worth $136K as of Q2 2026.
  • Community Financial Services Group left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #152 holding.
  • Community Financial Services Group first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 3 quarters since.
  • Community Financial Services Group's SPDR Gold Trust position peaked at $160K in Q1 2026.
  • 676 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.