SEC 13F Intelligence

Coordinated Financial Services, Inc. / GQ9

Coordinated Financial Services, Inc.’s Spdr Gold Tr Position

Does Coordinated Financial Services, Inc. own Spdr Gold Tr (GQ9)? Yes — 9.4K shares worth $4M (+2.33% of its 13F portfolio) as of Q1 2026, down from 10.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
9.4K
% of Portfolio
+2.33%
Quarters Held
5
currently held

Position History GQ9

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q2 ’25: $3MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.4K$4M+2.33%
Q4 202510.0K$4M+2.28%
Q3 202510.0K$4M+2.28%
Q2 20259.8K$3M+2.07%
Q4 20249.7K$2M+1.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Coordinated Financial Services, Inc.’s full portfolio or all institutional holders of GQ9.