CRA Financial Services
GLD icon

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

CRA 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 		$2.71M Buy
7,115
+25
+0.4% +$9.8K 0.3% 68
2026
Q2 		$2.61M Buy
7,090
+124
+2% +$51.4K 0.3% 69
2026
Q1 		$3M Sell
6,966
-354
-5% -$159K 0.39% 58
2025
Q4 		$2.9M Buy
7,320
+590
+9% +$225K 0.38% 56
2025
Q3 		$2.39M Buy
6,730
+264
+4% +$84.1K 0.33% 64
2025
Q2 		$1.97M Buy
6,466
+447
+7% +$135K 0.3% 67
2025
Q1 		$1.73M Buy
6,019
+239
+4% +$63.2K 0.3% 67
2024
Q4 		$1.4M Buy
5,780
+558
+11% +$137K 0.24% 77
2024
Q3 		$1.27M Buy
5,222
+120
+2% +$27.5K 0.23% 81
2024
Q2 		$1.1M Buy
5,102
+1,291
+34% +$279K 0.22% 80
2024
Q1 		$784K Sell
3,811
-326
-8% -$62.6K 0.17% 98
2023
Q4 		$791K Buy
4,137
+245
+6% +$44.9K 0.19% 90
2023
Q3 		$667K Hold
3,892
– – 0.18% 89
2023
Q2 		$694K Sell
3,892
-57
-1% -$10.5K 0.19% 90
2023
Q1 		$724K Buy
3,949
+207
+6% +$36.4K 0.21% 85
2022
Q4 		$635K Sell
3,742
-340
-8% -$54.8K 0.21% 94
2022
Q3 		$631K Sell
4,082
-208
-5% -$33.4K 0.23% 84
2022
Q2 		$723K Sell
4,290
-236
-5% -$41.2K 0.25% 81
2022
Q1 		$818K Buy
4,526
+517
+13% +$90.7K 0.25% 79
2021
Q4 		$685K Sell
4,009
-263
-6% -$44.2K 0.2% 91
2021
Q3 		$702K Sell
4,272
-311
-7% -$52.1K 0.24% 82
2021
Q2 		$759K Buy
4,583
+119
+3% +$20.2K 0.26% 80
2021
Q1 		$714K Buy
4,464
+3,039
+213% +$511K 0.28% 77
2020
Q4 		$254K Buy
1,425
+92
+7% +$16.2K 0.11% 131
2020
Q3 		$236K Buy
+1,333
New +$240K 0.11% 121
2020
Q1 		– Sell
-1,515
Closed -$216K – 135
2019
Q4 		$216K Buy
+1,515
New +$212K 0.12% 136

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

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

CRA Financial Services increased its SPDR Gold Trust (GLD) stake by 0.35% in Q3 2026, buying an estimated $9.8K and bringing the position to 7,115 shares worth $2.71M. The position accounts for 0.3% of the portfolio, ranked #68.

CRA Financial Services first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. The position peaked at $3M in Q1 2026. 880 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • CRA Financial Services held 7,115 shares of SPDR Gold Trust worth $2.71M as of Q3 2026.
  • CRA Financial Services bought 25 SPDR Gold Trust shares in Q3 2026, an estimated $9.8K.
  • SPDR Gold Trust made up 0.3% of CRA Financial Services's portfolio in Q3 2026, its #68 holding.
  • CRA Financial Services first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • CRA Financial Services's SPDR Gold Trust position peaked at $3M in Q1 2026.
  • 880 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.