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Northwest Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Northwest Financial 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 		$461K Sell
1,252
-350
-22% -$145K 0.06% 48
2026
Q1 		$689K Sell
1,602
-29
-2% -$13K 1.33% 18
2025
Q4 		$646K Sell
1,631
-1,559
-49% -$595K 1.33% 21
2025
Q3 		$1.13M Sell
3,190
-217
-6% -$69.2K 1.46% 18
2025
Q2 		$1.04M Sell
3,407
-1,383
-29% -$419K 1.45% 19
2025
Q1 		$1.38M Hold
4,790
– – 1.14% 22
2024
Q4 		$1.16M Buy
4,790
+1,378
+40% +$339K 0.96% 26
2024
Q3 		$829K Buy
3,412
+558
+20% +$128K 0.66% 35
2024
Q2 		$614K Sell
2,854
-68
-2% -$14.7K 0.62% 42
2024
Q1 		$601K Buy
2,922
+70
+2% +$13.4K 0.66% 40
2023
Q4 		$545K Buy
+2,852
New +$523K 0.46% 40

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Northwest Financial Advisors's GLD Position: Q2 2026 in Review

Northwest Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 22% in Q2 2026, selling an estimated $145K and leaving 1,252 shares worth $461K. The position accounts for 0.06% of the portfolio, ranked #48.

Northwest Financial Advisors first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Northwest Financial Advisors held 1,252 shares of SPDR Gold Trust worth $461K as of Q2 2026.
  • Northwest Financial Advisors sold 350 SPDR Gold Trust shares in Q2 2026, an estimated $145K.
  • SPDR Gold Trust made up 0.06% of Northwest Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Northwest Financial Advisors first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Northwest Financial Advisors's SPDR Gold Trust position peaked at $1.38M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.