Novak & Powell Financial Services’s SPDR Gold Trust GLD Stock Holding History

Novak & Powell Financial 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
2026 Q1	$499K	Buy	1,159 +172	+17%	+$77K	0.27%	81
2025 Q4	$391K	Buy	987 +48	+5%	+$18.3K	0.2%	95
2025 Q3	$334K	Buy	939 +44	+5%	+$14K	0.18%	106
2025 Q2	$273K	Buy	895 +119	+15%	+$36K	0.19%	112
2025 Q1	$224K	Sell	776 -363	-32%	-$96K	0.14%	140
2024 Q4	$276K	Sell	1,139 -12	-1%	-$2.95K	0.16%	113
2024 Q3	$280K	Sell	1,151 -1	-0.1%	-$229	0.16%	116
2024 Q2	$248K	Buy	+1,152	New	+$249K	0.15%	116
2024 Q1	–	Sell	-1,146	Closed	-$219K	–	149
2023 Q4	$219K	Buy	+1,146	New	+$210K	0.15%	125

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Novak & Powell Financial Services's GLD Position: Q1 2026 in Review

Novak & Powell Financial Services increased its SPDR Gold Trust (GLD) stake by 17% in Q1 2026, buying an estimated $77K and bringing the position to 1,159 shares worth $499K. The position accounts for 0.27% of the portfolio, ranked #81.

Novak & Powell Financial Services first reported a position in GLD in Q4 2023 and has held it in 9 quarters since. 3,146 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Novak & Powell Financial Services held 1,159 shares of SPDR Gold Trust worth $499K as of Q1 2026.
Novak & Powell Financial Services bought 172 SPDR Gold Trust shares in Q1 2026, an estimated $77K.
SPDR Gold Trust made up 0.27% of Novak & Powell Financial Services's portfolio in Q1 2026, its #81 holding.
Novak & Powell Financial Services first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 9 quarters since.
3,146 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.