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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

N.E.W. Advisory Services's GLD Position: Q1 2026 in Review

N.E.W. Advisory Services increased its SPDR Gold Trust (GLD) stake by 4.5% in Q1 2026, buying an estimated $73K and bringing the position to 3,790 shares worth $1.63M. The position accounts for 0.12% of the portfolio, ranked #75.

N.E.W. Advisory Services first reported a position in GLD in Q3 2020 and has held it in 23 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

N.E.W. Advisory Services held 3,790 shares of SPDR Gold Trust worth $1.63M as of Q1 2026.
N.E.W. Advisory Services bought 163 SPDR Gold Trust shares in Q1 2026, an estimated $73K.
SPDR Gold Trust made up 0.12% of N.E.W. Advisory Services's portfolio in Q1 2026, its #75 holding.
N.E.W. Advisory Services first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 23 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.