Targeted Financial Services LLC

SEC CIK: 0001758288
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

GLD holding history

SPDR Gold Trust in every 13F filed by Targeted Financial Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overview All 13F holders of GLD Full Q2 2026 holdings

Shares (Q2 2026): 35,937
Value: $13.2M
% of portfolio: 9.8%
Quarters held: 3; Since Q4 2025

Holdings of GLD by Targeted Financial Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,937	$13.2M	9.8%	−234−0.6%	Reduced	Holders
Q1 2026	36,171	$15.6M	12.8%	−3,907−9.7%	Reduced	Holders
Q4 2025	40,078	$15.9M	13.7%	–	No prior filing	Holders