N.E.W. Advisory Services’s SPDR Gold Trust GLD Stock Holding History

N.E.W. Advisory Services’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	$1.44M	Buy	3,906 +116	+3%	+$48.1K	0.1%	85
2026 Q1	$1.63M	Buy	3,790 +163	+4%	+$73K	0.12%	75
2025 Q4	$1.44M	Buy	3,627 +593	+20%	+$226K	0.11%	78
2025 Q3	$1.08M	Buy	3,034 +143	+5%	+$45.6K	0.1%	76
2025 Q2	$881K	Buy	2,891 +27	+0.9%	+$8.18K	0.09%	81
2025 Q1	$825K	Buy	2,864 +421	+17%	+$111K	0.06%	95
2024 Q4	$592K	Buy	2,443 +1,148	+89%	+$282K	0.06%	104
2024 Q3	$315K	Sell	1,295 -624	-33%	-$143K	0.03%	140
2024 Q2	$413K	Buy	1,919 +350	+22%	+$75.7K	0.04%	119
2024 Q1	$323K	Hold	1,569	–	–	0.04%	131
2023 Q4	$300K	Sell	1,569 -1,985	-56%	-$364K	0.04%	132
2023 Q3	$609K	Sell	3,554 -919	-21%	-$164K	0.09%	85
2023 Q2	$797K	Sell	4,473 -181	-4%	-$33.3K	0.11%	69
2023 Q1	$853K	Sell	4,654 -368	-7%	-$64.8K	0.12%	63
2022 Q4	$852K	Sell	5,022 -367	-7%	-$59.1K	0.13%	62
2022 Q3	$834K	Buy	5,389 +22	+0.4%	+$3.54K	0.15%	58
2022 Q2	$904K	Buy	5,367 +3,316	+162%	+$579K	0.16%	59
2022 Q1	$327K	Sell	2,051 -4,929	-71%	-$865K	0.06%	100
2021 Q4	$1.19M	Buy	6,980 +59	+0.9%	+$9.9K	0.18%	54
2021 Q3	$1.14M	Buy	6,921 +4,092	+145%	+$685K	0.19%	52
2021 Q2	$470K	Buy	2,829 +775	+38%	+$132K	0.08%	83
2021 Q1	$332K	Sell	2,054 -24	-1%	-$4.03K	0.06%	100
2020 Q4	$372K	Buy	2,078 +300	+17%	+$52.8K	0.08%	99
2020 Q3	$315K	Buy	+1,778	New	+$320K	0.09%	74

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

N.E.W. Advisory Services's GLD Position: Q2 2026 in Review

N.E.W. Advisory Services increased its SPDR Gold Trust (GLD) stake by 3.1% in Q2 2026, buying an estimated $48.1K and bringing the position to 3,906 shares worth $1.44M. The position accounts for 0.1% of the portfolio, ranked #85.

N.E.W. Advisory Services first reported a position in GLD in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.63M in Q1 2026. 3,043 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

N.E.W. Advisory Services held 3,906 shares of SPDR Gold Trust worth $1.44M as of Q2 2026.
N.E.W. Advisory Services bought 116 SPDR Gold Trust shares in Q2 2026, an estimated $48.1K.
SPDR Gold Trust made up 0.1% of N.E.W. Advisory Services's portfolio in Q2 2026, its #85 holding.
N.E.W. Advisory Services first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 24 quarters since.
N.E.W. Advisory Services's SPDR Gold Trust position peaked at $1.63M in Q1 2026.
3,043 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.