CWS Financial Advisors
GLD icon

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
Q3 		$772K Hold
2,027
– – 0.17% 77
2026
Q2 		$747K Hold
2,027
– – 0.17% 80
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% +$6.52K 0.16% 69
2023
Q4 		$362K Buy
+1,895
New +$347K 0.14% 109

Other funds holding GLD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

CWS Financial Advisors's GLD Position: Q3 2026 in Review

CWS Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q3 2026 at 2,027 shares worth $772K. The position accounts for 0.17% of the portfolio, ranked #77.

CWS Financial Advisors first reported a position in GLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $872K in Q1 2026. 2,183 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • CWS Financial Advisors held 2,027 shares of SPDR Gold Trust worth $772K as of Q3 2026.
  • CWS Financial Advisors left its SPDR Gold Trust share count unchanged in Q3 2026.
  • SPDR Gold Trust made up 0.17% of CWS Financial Advisors's portfolio in Q3 2026, its #77 holding.
  • CWS Financial Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 12 quarters since.
  • CWS Financial Advisors's SPDR Gold Trust position peaked at $872K in Q1 2026.
  • 2,183 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

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