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RM Financial Services, LLC → GLD

RM Financial Services, LLC GLD Position History

SPDR Gold Shares • Basic Materials

Quarters held
4
Latest value
$9.5M
Q3 2026
Peak value
$10.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.6M
Q1 2026$10.7M
Q2 2026$9.2M
Q3 2026$9.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.5M116.1K——
Q2 2026$9.2M115.8K——
Q1 2026$10.7M115.3K——
Q4 2025$9.6M112.2K——

Other funds holding GLD

Other RM Financial Services, LLC positions

COF-PN

CAPITAL GROUP DIVIDEND GROWE

$12M
COF-PN

CAPITAL GROUP DIVIDEND GROWE

$11.9M
COF-PN

CAPITAL GROUP DIVIDEND GROWE

$11M
COF-PN

CAPITAL GROUP DIVIDEND GROWE

$11M
COF-PN

CAPITAL GROUP CONSERVATIVE E

$9.3M
COF-PN

CAPITAL GROUP CONSERVATIVE E

$9.2M
COF-PN

CAPITAL GROUP CONSERVATIVE E

$8.6M
COF-PN

CAPITAL GROUP CONSERVATIVE E

$8.4M