Kohmann Bosshard Financial Services’s SPDR Gold Trust GLD Stock Holding History

Kohmann Bosshard 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 Q2	$899K	Hold	2,441	–	–	0.08%	92
2026 Q1	$1.05M	Sell	2,441 -293	-11%	-$131K	0.1%	81
2025 Q4	$1.08M	Hold	2,734	–	–	0.1%	91
2025 Q3	$972K	Hold	2,734	–	–	0.1%	90
2025 Q2	$833K	Buy	2,734 +174	+7%	+$52.7K	0.09%	88
2025 Q1	$788K	Hold	2,560	–	–	0.09%	95
2024 Q4	$620K	Sell	2,560 -15	-0.6%	-$3.69K	0.07%	101
2024 Q3	$626K	Hold	2,575	–	–	0.08%	101
2024 Q2	$554K	Hold	2,575	–	–	0.07%	104
2024 Q1	$530K	Hold	2,575	–	–	0.07%	106
2023 Q4	$492K	Hold	2,575	–	–	0.08%	106
2023 Q3	$441K	Hold	2,575	–	–	0.08%	107
2023 Q2	$459K	Buy	+2,575	New	+$473K	0.08%	102
2020 Q3	–	Sell	-602	Closed	-$101K	–	111
2020 Q2	$101K	Buy	+602	New	+$97.1K	0.04%	123

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kohmann Bosshard Financial Services's GLD Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 2,441 shares worth $899K. The position accounts for 0.08% of the portfolio, ranked #92.

Kohmann Bosshard Financial Services first reported a position in GLD in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2025. 3,033 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Kohmann Bosshard Financial Services held 2,441 shares of SPDR Gold Trust worth $899K as of Q2 2026.
Kohmann Bosshard Financial Services left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.08% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #92 holding.
Kohmann Bosshard Financial Services first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 14 quarters since.
Kohmann Bosshard Financial Services's SPDR Gold Trust position peaked at $1.08M in Q4 2025.
3,033 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.