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CWS Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

CWS Financial Advisors’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 		$872K Hold
2,027
– – 0.22% 63
2025
Q4 		$803K Sell
2,027
-355
-15% -$136K 0.22% 62
2025
Q3 		$847K Sell
2,382
-141
-6% -$44.9K 0.24% 57
2025
Q2 		$769K Buy
2,523
+103
+4% +$31.2K 0.22% 55
2025
Q1 		$697K Hold
2,420
– – 0.22% 56
2024
Q4 		$586K Buy
2,420
+100
+4% +$24.6K 0.19% 55
2024
Q3 		$564K Buy
2,320
+400
+21% +$91.6K 0.2% 57
2024
Q2 		$413K Sell
1,920
-9
-0.5% -$1.95K 0.16% 67
2024
Q1 		$397K Buy
1,929
+34
+2% +$6.53K 0.16% 69
2023
Q4 		$362K Buy
+1,895
New +$347K 0.14% 109

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWS Financial Advisors's GLD Position: Q1 2026 in Review

CWS Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2026 at 2,027 shares worth $872K. The position accounts for 0.22% of the portfolio, ranked #63.

CWS Financial Advisors first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • CWS Financial Advisors held 2,027 shares of SPDR Gold Trust worth $872K as of Q1 2026.
  • CWS Financial Advisors left its SPDR Gold Trust share count unchanged in Q1 2026.
  • SPDR Gold Trust made up 0.22% of CWS Financial Advisors's portfolio in Q1 2026, its #63 holding.
  • CWS Financial Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.