NDWM LLC’s SPDR Gold Trust GLD Stock Holding History

NDWM LLC’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	$8.08M	Buy	21,943 +349	+2%	+$145K	4.75%	5
2026 Q1	$9.29M	Buy	21,594 +1,240	+6%	+$555K	6.03%	5
2025 Q4	$8.07M	Buy	20,354 +888	+5%	+$339K	5.34%	4
2025 Q3	$6.92M	Buy	19,466 +271	+1%	+$86.4K	4.7%	5
2025 Q2	$5.85M	Buy	19,195 +14,335	+295%	+$4.34M	4.28%	6
2025 Q1	$1.4M	Buy	4,860 +1,315	+37%	+$348K	1.37%	14
2024 Q4	$858K	Sell	3,545 -1	-0%	-$246	0.72%	18
2024 Q3	$862K	Buy	3,546 +689	+24%	+$158K	0.71%	17
2024 Q2	$614K	Hold	2,857	–	–	0.54%	21
2024 Q1	$588K	Hold	2,857	–	–	0.54%	20
2023 Q4	$546K	Buy	+2,857	New	+$524K	0.53%	21

Other funds holding GLD

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

NDWM LLC's GLD Position: Q2 2026 in Review

NDWM LLC increased its SPDR Gold Trust (GLD) stake by 1.6% in Q2 2026, buying an estimated $145K and bringing the position to 21,943 shares worth $8.08M. The position accounts for 4.75% of the portfolio, ranked #5.

NDWM LLC first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.29M in Q1 2026. 1,063 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

NDWM LLC held 21,943 shares of SPDR Gold Trust worth $8.08M as of Q2 2026.
NDWM LLC bought 349 SPDR Gold Trust shares in Q2 2026, an estimated $145K.
SPDR Gold Trust made up 4.75% of NDWM LLC's portfolio in Q2 2026, its #5 holding.
NDWM LLC first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
NDWM LLC's SPDR Gold Trust position peaked at $9.29M in Q1 2026.
1,063 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on NDWM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.