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NRI Wealth Management’s SPDR Gold Trust GLD Stock Holding History

NRI Wealth Management’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 		$2.37M Buy
5,987
+235
+4% +$89.7K 1.21% 19
2025
Q3 		$2.04M Buy
+5,752
New +$1.83M 1.09% 19

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

NRI Wealth Management's GLD Position: Q4 2025 in Review

NRI Wealth Management increased its SPDR Gold Trust (GLD) stake by 4.1% in Q4 2025, buying an estimated $89.7K and bringing the position to 5,987 shares worth $2.37M. The position accounts for 1.21% of the portfolio, ranked #19.

NRI Wealth Management first reported a position in GLD in Q3 2025 and has held it in 2 quarters since. 3,061 funds tracked by Wall St. Rank hold GLD as of Q4 2025.

  • NRI Wealth Management held 5,987 shares of SPDR Gold Trust worth $2.37M as of Q4 2025.
  • NRI Wealth Management bought 235 SPDR Gold Trust shares in Q4 2025, an estimated $89.7K.
  • SPDR Gold Trust made up 1.21% of NRI Wealth Management's portfolio in Q4 2025, its #19 holding.
  • NRI Wealth Management first reported a position in SPDR Gold Trust in Q3 2025 and has held it in 2 quarters since.
  • 3,061 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.