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Coordinated Financial Services, Inc.

SEC CIK
0002055532
Latest filing
May 4, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Coordinated Financial Services, Inc., 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 Q1 2026 holdings

Shares (Q1 2026)
9,438
Value
$4.06M
% of portfolio
2.3%
Quarters held
5
Since Q4 2024
Holdings of GLD by Coordinated Financial Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20269,438$4.06M2.3%−563−5.6%ReducedHolders
Q4 202510,001$3.96M2.3%−20−0.2%ReducedHolders
Q3 202510,021$3.56M2.3%+200+2.0%AddedHolders
Q2 20259,821$2.99M2.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20249,694$2.35M1.8%–No prior filingHolders