GoalVest Advisory’s Gilead Sciences GILD Stock Holding History

GoalVest Advisory’s Portfolio GILD Stock Details GILD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.9K	Buy	387 +10	+3%	+$1.32K	0.01%	212
2026 Q1	$52.5K	Hold	377	–	–	0.01%	221
2025 Q4	$46.3K	Buy	377 +147	+64%	+$17.9K	0.01%	251
2025 Q3	$25.5K	Hold	230	–	–	0.01%	277
2025 Q2	$25.5K	Buy	230 +227	+7,567%	+$24.2K	0.01%	257
2025 Q1	$336	Buy	+3	New	+$310	﹤0.01%	398
2024 Q1	–	Sell	-140	Closed	-$11.3K	–	433
2023 Q4	$11.3K	Buy	+140	New	+$10.9K	0.01%	244
2022 Q2	–	Sell	-6	Closed	–	–	394
2022 Q1	$0	Buy	+6	New	+$384	﹤0.01%	424

Other funds holding GILD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GoalVest Advisory's GILD Position: Q2 2026 in Review

GoalVest Advisory increased its Gilead Sciences (GILD) stake by 2.7% in Q2 2026, buying an estimated $1.32K and bringing the position to 387 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #212.

GoalVest Advisory first reported a position in GILD in Q1 2022 and has held it in 8 quarters since. The position peaked at $52.5K in Q1 2026. 361 funds tracked by Wall St. Rank hold GILD as of Q2 2026.

GoalVest Advisory held 387 shares of Gilead Sciences worth $48.9K as of Q2 2026.
GoalVest Advisory bought 10 Gilead Sciences shares in Q2 2026, an estimated $1.32K.
Gilead Sciences made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #212 holding.
GoalVest Advisory first reported a position in Gilead Sciences in Q1 2022 and has held it in 8 quarters since.
GoalVest Advisory's Gilead Sciences position peaked at $52.5K in Q1 2026.
361 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.