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Cypress Wealth Services’s SPDR Gold Trust GLD Stock Holding History

Cypress Wealth 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
Q2 		$584K Sell
1,586
-25
-2% -$10.4K 0.07% 212
2026
Q1 		$693K Sell
1,611
-30
-2% -$13.4K 0.1% 167
2025
Q4 		$650K Buy
1,641
+35
+2% +$13.4K 0.09% 178
2025
Q3 		$571K Buy
1,606
+50
+3% +$15.9K 0.09% 164
2025
Q2 		$474K Buy
1,556
+210
+16% +$63.6K 0.08% 179
2025
Q1 		$388K Sell
1,346
-196
-13% -$51.8K 0.08% 183
2024
Q4 		$373K Sell
1,542
-58
-4% -$14.3K 0.08% 181
2024
Q3 		$389K Buy
1,600
+239
+18% +$54.7K 0.08% 182
2024
Q2 		$293K Sell
1,361
-76
-5% -$16.4K 0.07% 194
2024
Q1 		$296K Buy
1,437
+25
+2% +$4.8K 0.07% 201
2023
Q4 		$270K Hold
1,412
– – 0.07% 195
2023
Q3 		$242K Hold
1,412
– – 0.07% 204
2023
Q2 		$256K Sell
1,412
-90
-6% -$16.5K 0.07% 201
2023
Q1 		$275K Sell
1,502
-510
-25% -$89.7K 0.08% 193
2022
Q4 		$341K Hold
2,012
– – 0.11% 163
2022
Q3 		$318K Buy
+2,012
New +$324K 0.11% 162
2022
Q2 		– Sell
-1,112
Closed -$201K – 239
2022
Q1 		$201K Buy
+1,112
New +$195K 0.05% 234

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

Cypress Wealth Services's GLD Position: Q2 2026 in Review

Cypress Wealth Services reduced its SPDR Gold Trust (GLD) stake by 1.6% in Q2 2026, selling an estimated $10.4K and leaving 1,586 shares worth $584K. The position accounts for 0.07% of the portfolio, ranked #212.

Cypress Wealth Services first reported a position in GLD in Q1 2022 and has held it in 17 quarters since. The position peaked at $693K in Q1 2026. 807 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Cypress Wealth Services held 1,586 shares of SPDR Gold Trust worth $584K as of Q2 2026.
  • Cypress Wealth Services sold 25 SPDR Gold Trust shares in Q2 2026, an estimated $10.4K.
  • SPDR Gold Trust made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #212 holding.
  • Cypress Wealth Services first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • Cypress Wealth Services's SPDR Gold Trust position peaked at $693K in Q1 2026.
  • 807 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.