New England Private Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

New England Private Wealth 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 Q1	$3.79M	Buy	8,809 +2	+0%	+$896	0.44%	58
2025 Q4	$3.49M	Sell	8,807 -27	-0.3%	-$10.3K	0.43%	55
2025 Q3	$3.14M	Hold	8,834	–	–	0.41%	54
2025 Q2	$2.66M	Sell	8,834 -396	-4%	-$120K	0.39%	54
2025 Q1	$2.66M	Buy	9,230 +870	+10%	+$230K	0.41%	50
2024 Q4	$2.02M	Sell	8,360 -42	-0.5%	-$10.3K	0.32%	57
2024 Q3	$2.04M	Hold	8,402	–	–	0.33%	56
2024 Q2	$1.81M	Buy	8,402 +1,160	+16%	+$251K	0.32%	56
2024 Q1	$1.5M	Buy	7,242 +1	+0%	+$192	0.26%	64
2023 Q4	$1.38M	Buy	7,241 +2,272	+46%	+$416K	0.26%	65
2023 Q3	$852K	Buy	4,969 +500	+11%	+$89.4K	0.18%	75
2023 Q2	$797K	Sell	4,469 -500	-10%	-$91.9K	0.16%	74
2023 Q1	$910K	Buy	4,969 +977	+24%	+$172K	0.19%	68
2022 Q4	$677K	Buy	3,992 +394	+11%	+$63.5K	0.14%	70
2022 Q3	$555K	Sell	3,598 -51	-1%	-$8.2K	0.13%	69
2022 Q2	$658K	Hold	3,649	–	–	0.12%	67
2022 Q1	$658K	Buy	3,649 +98	+3%	+$17.2K	0.12%	67
2021 Q4	$608K	Hold	3,551	–	–	0.11%	69
2021 Q3	$583K	Buy	3,551 +460	+15%	+$77K	0.11%	68
2021 Q2	$512K	Sell	3,091 -2,581	-46%	-$439K	0.1%	72
2021 Q1	$907K	Hold	5,672	–	–	0.16%	59
2020 Q4	$1.01M	Hold	5,672	–	–	0.22%	54
2020 Q3	$1M	Hold	5,672	–	–	0.25%	50
2020 Q2	$948K	Buy	5,672 +150	+3%	+$24.2K	0.26%	47
2020 Q1	$817K	Buy	5,522 +311	+6%	+$46.3K	0.28%	47
2019 Q4	$745K	Hold	5,211	–	–	0.19%	52
2019 Q3	$723K	Hold	5,211	–	–	0.18%	74
2019 Q2	$694K	Sell	5,211 -306	-6%	-$37.8K	0.17%	80
2019 Q1	$673K	Hold	5,517	–	–	0.17%	77
2018 Q4	$669K	Hold	5,517	–	–	0.2%	73
2018 Q3	$622K	Sell	5,517 -52	-0.9%	-$5.96K	0.17%	79
2018 Q2	$661K	Buy	5,569 +52	+0.9%	+$6.44K	0.19%	72
2018 Q1	$695K	Hold	5,517	–	–	0.2%	71
2017 Q4	$682K	Hold	5,517	–	–	0.19%	73
2017 Q3	$671K	Sell	5,517 -129	-2%	-$15.7K	0.2%	66
2017 Q2	$666K	Hold	5,646	–	–	0.21%	66
2017 Q1	$672K	Buy	5,646 +365	+7%	+$42.4K	0.21%	62
2016 Q4	$578K	Buy	5,281 +129	+3%	+$15K	0.2%	66
2016 Q3	$647K	Buy	5,152 +500	+11%	+$63.7K	0.23%	62
2016 Q2	$588K	Hold	4,652	–	–	0.22%	62
2016 Q1	$548K	Hold	4,652	–	–	0.23%	62
2015 Q4	$472K	Hold	4,652	–	–	0.19%	70
2015 Q3	$497K	Hold	4,652	–	–	0.21%	60
2015 Q2	$523K	Hold	4,652	–	–	0.2%	62
2015 Q1	$532K	Hold	4,652	–	–	0.21%	58
2014 Q4	$529K	Sell	4,652 -450	-9%	-$51.9K	0.21%	61
2014 Q3	$593K	Hold	5,102	–	–	0.24%	59
2014 Q2	$653K	Hold	5,102	–	–	0.27%	55
2014 Q1	$631K	Hold	5,102	–	–	0.27%	54
2013 Q4	$593K	Hold	5,102	–	–	0.27%	50
2013 Q3	$654K	Sell	5,102 -790	-13%	-$101K	0.34%	45
2013 Q2	$701K	Buy	+5,892	New	+$807K	0.44%	37

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 England Private Wealth Advisors's GLD Position: Q1 2026 in Review

New England Private Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 0.02% in Q1 2026, buying an estimated $896 and bringing the position to 8,809 shares worth $3.79M. The position accounts for 0.44% of the portfolio, ranked #58.

New England Private Wealth Advisors first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

New England Private Wealth Advisors held 8,809 shares of SPDR Gold Trust worth $3.79M as of Q1 2026.
New England Private Wealth Advisors bought 2 SPDR Gold Trust shares in Q1 2026, an estimated $896.
SPDR Gold Trust made up 0.44% of New England Private Wealth Advisors's portfolio in Q1 2026, its #58 holding.
New England Private Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.