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CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

GLD holding history

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

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
2,027
Value
$746.7K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of GLD by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,027$746.7K0.2%00.0%UnchangedHolders
Q1 20262,027$872.2K0.2%00.0%UnchangedHolders
Q4 20252,027$803.3K0.2%−355−14.9%ReducedHolders
Q3 20252,382$846.7K0.2%−141−5.6%ReducedHolders
Q2 20252,523$769.1K0.2%+103+4.3%AddedHolders
Q1 20252,420$697.3K0.2%00.0%UnchangedHolders
Q4 20242,420$586.0K0.2%+100+4.3%AddedHolders
Q3 20242,320$563.9K0.2%+400+20.8%AddedHolders
Q2 20241,920$412.8K0.2%−9−0.5%ReducedHolders
Q1 20241,929$396.8K0.2%+34+1.8%AddedHolders
Q4 20231,895$362.3K0.1%+1,895NewHolders