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Nations Financial Group’s SPDR Gold Trust GLD Stock Holding History

Nations Financial 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 		$12.4M Buy
33,718
+511
+2% +$212K 0.59% 30
2026
Q1 		$14.3M Sell
33,207
-4,340
-12% -$1.94M 0.74% 22
2025
Q4 		$14.9M Buy
37,547
+2,464
+7% +$941K 0.78% 21
2025
Q3 		$12.5M Buy
35,083
+816
+2% +$260K 0.78% 21
2025
Q2 		$10.4M Buy
34,267
+880
+3% +$266K 0.72% 25
2025
Q1 		$9.62M Sell
33,387
-366
-1% -$96.8K 0.73% 24
2024
Q4 		$8.17M Buy
33,753
+526
+2% +$129K 0.6% 31
2024
Q3 		$8.08M Buy
33,227
+2,432
+8% +$557K 0.59% 30
2024
Q2 		$6.62M Buy
30,795
+928
+3% +$201K 0.54% 31
2024
Q1 		$6.14M Buy
29,867
+58
+0.2% +$11.1K 0.52% 36
2023
Q4 		$5.7M Buy
29,809
+444
+2% +$81.4K 0.53% 33
2023
Q3 		$5.03M Sell
29,365
-313
-1% -$56K 0.51% 35
2023
Q2 		$5.29M Buy
29,678
+1,133
+4% +$208K 0.52% 35
2023
Q1 		$5.23M Buy
28,545
+277
+1% +$48.7K 0.55% 32
2022
Q4 		$4.8M Sell
28,268
-4,304
-13% -$693K 0.54% 30
2022
Q3 		$5.04M Buy
32,572
+675
+2% +$109K 0.73% 23
2022
Q2 		$5.37M Buy
31,897
+65
+0.2% +$11.4K 0.72% 24
2022
Q1 		$5.75M Buy
31,832
+7,537
+31% +$1.32M 0.69% 27
2021
Q4 		$4.15M Buy
24,295
+640
+3% +$107K 0.55% 35
2021
Q3 		$3.88M Sell
23,655
-40
-0.2% -$6.7K 0.59% 33
2021
Q2 		$3.92M Sell
23,695
-730
-3% -$124K 0.66% 26
2021
Q1 		$3.91M Sell
24,425
-383
-2% -$64.4K 0.89% 16
2020
Q4 		$4.42M Sell
24,808
-303
-1% -$53.4K 1.17% 14
2020
Q3 		$4.45M Buy
25,111
+19,441
+343% +$3.49M 1.38% 13
2020
Q2 		$949K Buy
5,670
+440
+8% +$71K 0.34% 84
2020
Q1 		$774K Buy
5,230
+1,353
+35% +$201K 0.33% 87
2019
Q4 		$554K Buy
3,877
+500
+15% +$69.9K 0.19% 161
2019
Q3 		$481K Buy
3,377
+1,764
+109% +$245K 0.17% 174
2019
Q2 		$215K Sell
1,613
-782
-33% -$96.6K 0.14% 160
2019
Q1 		$292K Buy
2,395
+82
+4% +$10.1K 0.2% 127
2018
Q4 		$280K Sell
2,313
-270
-10% -$31.4K 0.22% 120
2018
Q3 		$291K Buy
2,583
+85
+3% +$9.75K 0.21% 124
2018
Q2 		$296K Hold
2,498
– – 0.25% 116
2018
Q1 		$314K Hold
2,498
– – 0.29% 99
2017
Q4 		$309K Hold
2,498
– – 0.28% 107
2017
Q3 		$304K Sell
2,498
-2,030
-45% -$247K 0.3% 105
2017
Q2 		$534K Buy
4,528
+200
+5% +$23.9K 0.44% 68
2017
Q1 		$514K Buy
4,328
+443
+11% +$51.5K 0.5% 60
2016
Q4 		$426K Sell
3,885
-1,873
-33% -$217K 0.46% 70
2016
Q3 		$723K Sell
5,758
-1
-0% -$127 0.72% 45
2016
Q2 		$728K Buy
5,759
+514
+10% +$61.9K 0.76% 43
2016
Q1 		$617K Sell
5,245
-60
-1% -$6.8K 0.71% 46
2015
Q4 		$538K Buy
+5,305
New +$561K 0.7% 51

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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Nations Financial Group's GLD Position: Q2 2026 in Review

Nations Financial Group increased its SPDR Gold Trust (GLD) stake by 1.5% in Q2 2026, buying an estimated $212K and bringing the position to 33,718 shares worth $12.4M. The position accounts for 0.59% of the portfolio, ranked #30.

Nations Financial Group first reported a position in GLD in Q4 2015 and has held it in 43 quarters since. The position peaked at $14.9M in Q4 2025. 985 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Nations Financial Group held 33,718 shares of SPDR Gold Trust worth $12.4M as of Q2 2026.
  • Nations Financial Group bought 511 SPDR Gold Trust shares in Q2 2026, an estimated $212K.
  • SPDR Gold Trust made up 0.59% of Nations Financial Group's portfolio in Q2 2026, its #30 holding.
  • Nations Financial Group first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 43 quarters since.
  • Nations Financial Group's SPDR Gold Trust position peaked at $14.9M in Q4 2025.
  • 985 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.