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NFP Retirement Inc’s SPDR Gold Trust GLD Stock Holding History

NFP Retirement Inc’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 		$4.06M Sell
9,442
-625
-6% -$280K 0.24% 69
2025
Q4 		$3.99M Sell
10,067
-415
-4% -$158K 0.24% 67
2025
Q3 		$3.73M Buy
10,482
+85
+0.8% +$27.1K 0.24% 65
2025
Q2 		$3.17M Buy
10,397
+5,252
+102% +$1.59M 0.21% 71
2025
Q1 		$1.48M Buy
5,145
+128
+3% +$33.8K 0.12% 94
2024
Q4 		$1.21M Sell
5,017
-640
-11% -$157K 0.1% 110
2024
Q3 		$1.37M Sell
5,657
-252
-4% -$57.7K 0.11% 103
2024
Q2 		$1.27M Sell
5,909
-68
-1% -$14.7K 0.11% 101
2024
Q1 		$1.23M Sell
5,977
-226
-4% -$43.4K 0.11% 105
2023
Q4 		$1.19M Buy
6,203
+269
+5% +$49.3K 0.2% 87
2023
Q3 		$1.02M Buy
5,934
+1
+0% +$179 0.19% 93
2023
Q2 		$1.06M Buy
5,933
+20
+0.3% +$3.67K 0.2% 91
2023
Q1 		$1.08M Sell
5,913
-116
-2% -$20.4K 0.22% 92
2022
Q4 		$1.02M Sell
6,029
-88
-1% -$14.2K 0.22% 90
2022
Q3 		$946K Buy
6,117
+1,645
+37% +$265K 0.23% 87
2022
Q2 		$753K Hold
4,472
– – 0.19% 97
2022
Q1 		$808K Buy
4,472
+508
+13% +$89.1K 0.19% 93
2021
Q4 		$678K Sell
3,964
-131
-3% -$22K 0.24% 68
2021
Q3 		$672K Buy
4,095
+515
+14% +$86.2K 0.27% 60
2021
Q2 		$593K Buy
3,580
+51
+1% +$8.67K 0.23% 72
2021
Q1 		$564K Buy
3,529
+9
+0.3% +$1.51K 0.25% 66
2020
Q4 		$628K Sell
3,520
-13
-0.4% -$2.29K 0.39% 56
2020
Q3 		$626K Buy
3,533
+153
+5% +$27.5K 0.41% 56
2020
Q2 		$566K Buy
3,380
+199
+6% +$32.1K 0.41% 51
2020
Q1 		$471K Buy
3,181
+171
+6% +$25.5K 0.46% 45
2019
Q4 		$429K Buy
+3,010
New +$421K 0.4% 52

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

NFP Retirement Inc's GLD Position: Q1 2026 in Review

NFP Retirement Inc reduced its SPDR Gold Trust (GLD) stake by 6.2% in Q1 2026, selling an estimated $280K and leaving 9,442 shares worth $4.06M. The position accounts for 0.24% of the portfolio, ranked #69.

NFP Retirement Inc first reported a position in GLD in Q4 2019 and has held it in 26 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • NFP Retirement Inc held 9,442 shares of SPDR Gold Trust worth $4.06M as of Q1 2026.
  • NFP Retirement Inc sold 625 SPDR Gold Trust shares in Q1 2026, an estimated $280K.
  • SPDR Gold Trust made up 0.24% of NFP Retirement Inc's portfolio in Q1 2026, its #69 holding.
  • NFP Retirement Inc first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.