CNWM
GLD icon

Clay Northam Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Clay Northam Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Sell
3,345
-1,149
-26% -$476K 0.61% 29
2026
Q1 		$1.93M Buy
4,494
+1,366
+44% +$612K 1.09% 20
2025
Q4 		$1.24M Buy
3,128
+190
+6% +$72.6K 0.69% 27
2025
Q3 		$1.04M Sell
2,938
-10
-0.3% -$3.19K 0.6% 25
2025
Q2 		$899K Buy
2,948
+200
+7% +$60.6K 0.57% 27
2025
Q1 		$792K Hold
2,748
– – 0.55% 28
2024
Q4 		$665K Buy
2,748
+420
+18% +$103K 0.43% 36
2024
Q3 		$566K Buy
2,328
+43
+2% +$9.85K 0.39% 38
2024
Q2 		$491K Sell
2,285
-5
-0.2% -$1.08K 0.37% 42
2024
Q1 		$471K Sell
2,290
-10
-0.4% -$1.92K 0.38% 41
2023
Q4 		$440K Hold
2,300
– – 0.39% 44
2023
Q3 		$394K Hold
2,300
– – 0.39% 43
2023
Q2 		$410K Buy
2,300
+35
+2% +$6.43K 0.39% 42
2023
Q1 		$415K Hold
2,265
– – 0.43% 41
2022
Q4 		$384K Sell
2,265
-311
-12% -$50.1K 0.44% 42
2022
Q3 		$398K Hold
2,576
– – 0.5% 39
2022
Q2 		$434K Sell
2,576
-280
-10% -$48.9K 0.54% 38
2022
Q1 		$516K Sell
2,856
-16
-0.6% -$2.81K 0.52% 41
2021
Q4 		$491K Buy
+2,872
New +$482K 0.46% 44

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clay Northam Wealth Management's GLD Position: Q2 2026 in Review

Clay Northam Wealth Management reduced its SPDR Gold Trust (GLD) stake by 26% in Q2 2026, selling an estimated $476K and leaving 3,345 shares worth $1.23M. The position accounts for 0.61% of the portfolio, ranked #29.

Clay Northam Wealth Management first reported a position in GLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.93M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Clay Northam Wealth Management held 3,345 shares of SPDR Gold Trust worth $1.23M as of Q2 2026.
  • Clay Northam Wealth Management sold 1,149 SPDR Gold Trust shares in Q2 2026, an estimated $476K.
  • SPDR Gold Trust made up 0.61% of Clay Northam Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Clay Northam Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Clay Northam Wealth Management's SPDR Gold Trust position peaked at $1.93M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.