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

Coordinated 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 Q1	$4.06M	Sell	9,438 -563	-6%	-$252K	2.33%	3
2025 Q4	$3.96M	Sell	10,001 -20	-0.2%	-$7.64K	2.28%	4
2025 Q3	$3.56M	Buy	10,021 +200	+2%	+$63.7K	2.28%	4
2025 Q2	$2.99M	Buy	9,821 +12	+0.1%	+$3.63K	2.07%	4
2025 Q1	$2.83M	Buy	9,809 +115	+1%	+$30.4K	2.17%	5
2024 Q4	$2.35M	Buy	+9,694	New	+$2.38M	1.83%	8
2024 Q2	$2.08M	Buy	9,683 +8	+0.1%	+$1.73K	1.78%	8
2024 Q1	$1.99M	Buy	+9,675	New	+$1.86M	1.74%	9

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coordinated Financial Services's GLD Position: Q1 2026 in Review

Coordinated Financial Services reduced its SPDR Gold Trust (GLD) stake by 5.6% in Q1 2026, selling an estimated $252K and leaving 9,438 shares worth $4.06M. The position accounts for 2.33% of the portfolio, ranked #3.

Coordinated Financial Services first reported a position in GLD in Q1 2024 and has held it in 8 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Coordinated Financial Services held 9,438 shares of SPDR Gold Trust worth $4.06M as of Q1 2026.
Coordinated Financial Services sold 563 SPDR Gold Trust shares in Q1 2026, an estimated $252K.
SPDR Gold Trust made up 2.33% of Coordinated Financial Services's portfolio in Q1 2026, its #3 holding.
Coordinated Financial Services first reported a position in SPDR Gold Trust in Q1 2024 and has held it in 8 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.