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

New Wave 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 Q2	$1.25M	Buy	3,404 +350	+11%	+$145K	0.34%	65
2026 Q1	$1.31M	Sell	3,054 -3,482	-53%	-$1.56M	0.46%	46
2025 Q4	$2.59M	Buy	6,536 +1,625	+33%	+$621K	0.95%	30
2025 Q3	$1.75M	Buy	4,911 +1,205	+33%	+$384K	0.68%	34
2025 Q2	$1.13M	Sell	3,706 -3,729	-50%	-$1.13M	0.48%	44
2025 Q1	$2.14M	Buy	7,435 +2,296	+45%	+$607K	0.96%	32
2024 Q4	$1.24M	Sell	5,139 -3,147	-38%	-$773K	0.51%	43
2024 Q3	$2.01M	Buy	8,286 +945	+13%	+$216K	0.93%	29
2024 Q2	$1.58M	Buy	+7,341	New	+$1.59M	0.85%	30

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New Wave Wealth Advisors's GLD Position: Q2 2026 in Review

New Wave Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 11% in Q2 2026, buying an estimated $145K and bringing the position to 3,404 shares worth $1.25M. The position accounts for 0.34% of the portfolio, ranked #65.

New Wave Wealth Advisors first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.59M in Q4 2025. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

New Wave Wealth Advisors held 3,404 shares of SPDR Gold Trust worth $1.25M as of Q2 2026.
New Wave Wealth Advisors bought 350 SPDR Gold Trust shares in Q2 2026, an estimated $145K.
SPDR Gold Trust made up 0.34% of New Wave Wealth Advisors's portfolio in Q2 2026, its #65 holding.
New Wave Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's SPDR Gold Trust position peaked at $2.59M in Q4 2025.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.