Nicolet Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$276K	Sell	654 -92	-12%	-$35.1K	0.02%	343
2025 Q3	$273K	Buy	+746	New	+$238K	0.02%	334
2023 Q3	–	Sell	-1,809	Closed	-$321K	–	320
2023 Q2	$321K	Buy	+1,809	New	+$332K	0.04%	214
2022 Q3	–	Sell	-1,550	Closed	-$251K	–	194
2022 Q2	$251K	Hold	1,550	–	–	0.04%	152
2022 Q1	$281K	Hold	1,550	–	–	0.04%	155
2021 Q4	$265K	Hold	1,550	–	–	0.03%	162
2021 Q3	$255K	Sell	1,550 -22	-1%	-$3.68K	0.03%	170
2021 Q2	$260K	Hold	1,572	–	–	0.03%	156
2021 Q1	$251K	Buy	+1,572	New	+$264K	0.04%	150
2020 Q3	–	Sell	-2,367	Closed	-$396K	–	194
2020 Q2	$396K	Hold	2,367	–	–	0.06%	127
2020 Q1	$350K	Buy	+2,367	New	+$352K	0.06%	127

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 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

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

Nicolet Advisory Services's GLD Position: Q4 2025 in Review

Nicolet Advisory Services reduced its SPDR Gold Trust (GLD) stake by 12% in Q4 2025, selling an estimated $35.1K and leaving 654 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #343.

Nicolet Advisory Services first reported a position in GLD in Q1 2020 and has held it in 11 quarters since. The position peaked at $396K in Q2 2020. 3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

Nicolet Advisory Services held 654 shares of SPDR Gold Trust worth $276K as of Q4 2025.
Nicolet Advisory Services sold 92 SPDR Gold Trust shares in Q4 2025, an estimated $35.1K.
SPDR Gold Trust made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #343 holding.
Nicolet Advisory Services first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 11 quarters since.
Nicolet Advisory Services's SPDR Gold Trust position peaked at $396K in Q2 2020.
3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.