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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

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

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. 3,025 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.
  • 3,025 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.