NWMG
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National Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History

National Wealth Management Group’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 		$4M Sell
10,862
-670
-6% -$278K 1.24% 19
2026
Q1 		$4.96M Sell
11,532
-790
-6% -$354K 1.85% 13
2025
Q4 		$4.88M Sell
12,322
-337
-3% -$129K 1.69% 14
2025
Q3 		$4.5M Buy
12,659
+5,588
+79% +$1.78M 1.7% 13
2025
Q2 		$2.16M Buy
7,071
+102
+1% +$30.9K 1.21% 22
2025
Q1 		$2.01M Buy
6,969
+572
+9% +$151K 1.32% 19
2024
Q4 		$1.55M Buy
6,397
+946
+17% +$232K 1.03% 24
2024
Q3 		$1.32M Buy
5,451
+3,254
+148% +$745K 0.9% 27
2024
Q2 		$472K Buy
2,197
+74
+3% +$16K 0.36% 65
2024
Q1 		$437K Sell
2,123
-288
-12% -$55.3K 0.34% 78
2023
Q4 		$461K Sell
2,411
-710
-23% -$130K 0.45% 66
2023
Q3 		$535K Buy
3,121
+1,569
+101% +$281K 0.58% 48
2023
Q2 		$277K Buy
+1,552
New +$285K 0.29% 98
2023
Q1 		– Sell
-1,268
Closed -$215K – 147
2022
Q4 		$215K Buy
+1,268
New +$204K 0.26% 121
2022
Q2 		– Sell
-1,339
Closed -$242K – 116
2022
Q1 		$242K Buy
+1,339
New +$235K 0.23% 96

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

National Wealth Management Group's GLD Position: Q2 2026 in Review

National Wealth Management Group reduced its SPDR Gold Trust (GLD) stake by 5.8% in Q2 2026, selling an estimated $278K and leaving 10,862 shares worth $4M. The position accounts for 1.24% of the portfolio, ranked #19.

National Wealth Management Group first reported a position in GLD in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.96M in Q1 2026. 878 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • National Wealth Management Group held 10,862 shares of SPDR Gold Trust worth $4M as of Q2 2026.
  • National Wealth Management Group sold 670 SPDR Gold Trust shares in Q2 2026, an estimated $278K.
  • SPDR Gold Trust made up 1.24% of National Wealth Management Group's portfolio in Q2 2026, its #19 holding.
  • National Wealth Management Group first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 15 quarters since.
  • National Wealth Management Group's SPDR Gold Trust position peaked at $4.96M in Q1 2026.
  • 878 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.