New Century Financial Group’s SPDR Gold Trust GLD Stock Holding History

New Century 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
2025 Q4	–	Sell	-1,986	Closed	-$706K	–	21
2025 Q3	$706K	Sell	1,986 -359	-15%	-$114K	1.26%	35
2025 Q2	$715K	Sell	2,345 -132	-5%	-$40K	0.84%	43
2025 Q1	$714K	Sell	2,477 -664	-21%	-$176K	0.83%	34
2024 Q4	$765K	Sell	3,141 -236	-7%	-$58K	0.33%	87
2024 Q3	$821K	Sell	3,377 -29	-0.9%	-$6.64K	0.3%	99
2024 Q2	$732K	Sell	3,406 -107	-3%	-$23.1K	0.31%	97
2024 Q1	$723K	Sell	3,513 -472	-12%	-$90.6K	0.5%	65
2023 Q4	$762K	Buy	+3,985	New	+$730K	0.66%	46

Other funds holding GLD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 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

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

New Century Financial Group's GLD Position: Q4 2025 in Review

New Century Financial Group sold out of SPDR Gold Trust (GLD) in Q4 2025, closing a stake of 1,986 shares — an estimated $706K sold.

New Century Financial Group first reported a position in GLD in Q4 2023 and held it in 8 quarters. The position peaked at $821K in Q3 2024. 3,062 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

New Century Financial Group reported no remaining SPDR Gold Trust position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 1,986 SPDR Gold Trust shares in Q4 2025, an estimated $706K.
New Century Financial Group first reported a position in SPDR Gold Trust in Q4 2023 and held it in 8 quarters.
New Century Financial Group's SPDR Gold Trust position peaked at $821K in Q3 2024.
3,062 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.