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New England Capital Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

New England Capital Financial Advisors’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 		$169K Hold
458
– – 0.04% 74
2026
Q1 		$197K Hold
458
– – 0.05% 59
2025
Q4 		$182K Buy
458
+11
+2% +$4.2K 0.07% 64
2025
Q3 		$159K Buy
447
+19
+4% +$6.05K 0.07% 64
2025
Q2 		$130K Hold
428
– – 0.06% 74
2025
Q1 		$123K Hold
428
– – 0.06% 71
2024
Q4 		$104K Buy
428
+28
+7% +$6.88K 0.05% 79
2024
Q3 		$97.2K Hold
400
– – 0.05% 80
2024
Q2 		$86K Hold
400
– – 0.05% 82
2024
Q1 		$82.3K Hold
400
– – 0.05% 82
2023
Q4 		$76.5K Hold
400
– – 0.05% 91
2023
Q3 		$68.6K Hold
400
– – 0.05% 93
2023
Q2 		$71.3K Hold
400
– – 0.05% 91
2023
Q1 		$73.3K Sell
400
-2
-0.5% -$352 0.05% 90
2022
Q4 		$72.1K Buy
+402
New +$64.8K 0.05% 93

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

New England Capital Financial Advisors's GLD Position: Q2 2026 in Review

New England Capital Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 458 shares worth $169K. The position accounts for 0.04% of the portfolio, ranked #74.

New England Capital Financial Advisors first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $197K in Q1 2026. 1,163 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • New England Capital Financial Advisors held 458 shares of SPDR Gold Trust worth $169K as of Q2 2026.
  • New England Capital Financial Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.04% of New England Capital Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • New England Capital Financial Advisors first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's SPDR Gold Trust position peaked at $197K in Q1 2026.
  • 1,163 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.