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Newbridge Financial Services Group’s SPDR Gold Trust GLD Stock Holding History

Newbridge Financial Services 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
2026
Q1 		$1.29M Buy
3,006
+304
+11% +$136K 0.21% 89
2025
Q4 		$1.07M Buy
2,702
+924
+52% +$353K 0.17% 104
2025
Q3 		$632K Buy
1,778
+153
+9% +$48.8K 0.09% 158
2025
Q2 		$495K Buy
1,625
+133
+9% +$40.3K 0.08% 185
2025
Q1 		$430K Buy
1,492
+21
+1% +$5.55K 0.1% 127
2024
Q4 		$356K Sell
1,471
-107
-7% -$26.3K 0.09% 150
2024
Q3 		$384K Buy
1,578
+383
+32% +$87.7K 0.13% 107
2024
Q2 		$257K Sell
1,195
-284
-19% -$61.4K 0.1% 156
2024
Q1 		$304K Sell
1,479
-298
-17% -$57.2K 0.13% 137
2023
Q4 		$340K Sell
1,777
-960
-35% -$176K 0.17% 128
2023
Q3 		$469K Sell
2,737
-2,782
-50% -$497K 0.24% 95
2023
Q2 		$984K Sell
5,519
-109
-2% -$20K 0.48% 34
2023
Q1 		$1.03M Buy
5,628
+2,273
+68% +$400K 0.55% 27
2022
Q4 		$569K Buy
3,355
+1,285
+62% +$207K 0.33% 72
2022
Q3 		$320K Sell
2,070
-812
-28% -$131K 0.19% 113
2022
Q2 		$486K Buy
2,882
+670
+30% +$117K 0.3% 81
2022
Q1 		$400K Buy
2,212
+293
+15% +$51.4K 0.2% 107
2021
Q4 		$328K Sell
1,919
-150
-7% -$25.2K 0.15% 137
2021
Q3 		$340K Buy
2,069
+239
+13% +$40K 0.21% 108
2021
Q2 		$303K Sell
1,830
-156
-8% -$26.5K 0.19% 124
2021
Q1 		$318K Buy
1,986
+301
+18% +$50.6K 0.23% 105
2020
Q4 		$301K Sell
1,685
-425
-20% -$74.8K 0.25% 94
2020
Q3 		$374K Buy
+2,110
New +$379K 0.37% 62

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Newbridge Financial Services Group's GLD Position: Q1 2026 in Review

Newbridge Financial Services Group increased its SPDR Gold Trust (GLD) stake by 11% in Q1 2026, buying an estimated $136K and bringing the position to 3,006 shares worth $1.29M. The position accounts for 0.21% of the portfolio, ranked #89.

Newbridge Financial Services Group first reported a position in GLD in Q3 2020 and has held it in 23 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Newbridge Financial Services Group held 3,006 shares of SPDR Gold Trust worth $1.29M as of Q1 2026.
  • Newbridge Financial Services Group bought 304 SPDR Gold Trust shares in Q1 2026, an estimated $136K.
  • SPDR Gold Trust made up 0.21% of Newbridge Financial Services Group's portfolio in Q1 2026, its #89 holding.
  • Newbridge Financial Services Group first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 23 quarters since.
  • 3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.