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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

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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. 1,122 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.
  • 1,122 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.