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 Q2	$432K	Buy	1,174 +15	+1%	+$6.21K	0.2%	97
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Novak & Powell Financial Services's GLD Position: Q2 2026 in Review

Novak & Powell Financial Services increased its SPDR Gold Trust (GLD) stake by 1.3% in Q2 2026, buying an estimated $6.21K and bringing the position to 1,174 shares worth $432K. The position accounts for 0.2% of the portfolio, ranked #97.

Novak & Powell Financial Services first reported a position in GLD in Q4 2023 and has held it in 10 quarters since. The position peaked at $499K in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Novak & Powell Financial Services held 1,174 shares of SPDR Gold Trust worth $432K as of Q2 2026.
Novak & Powell Financial Services bought 15 SPDR Gold Trust shares in Q2 2026, an estimated $6.21K.
SPDR Gold Trust made up 0.2% of Novak & Powell Financial Services's portfolio in Q2 2026, its #97 holding.
Novak & Powell Financial Services first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's SPDR Gold Trust position peaked at $499K in Q1 2026.
3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.