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Nvest Financial’s SPDR Gold Trust GLD Stock Holding History

Nvest Financial’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 		$5.4M Sell
12,548
-155
-1% -$69.4K 2.01% 15
2025
Q4 		$5.03M Buy
12,703
+3,111
+32% +$1.19M 2.09% 14
2025
Q3 		$3.41M Sell
9,592
-3,436
-26% -$1.09M 1.96% 16
2025
Q2 		$3.97M Sell
13,028
-47,523
-78% -$14.4M 2.07% 14
2025
Q1 		$17.4M Buy
60,551
+21,873
+57% +$5.78M 9.34% 1
2024
Q4 		$9.37M Sell
38,678
-1,336
-3% -$328K 4.75% 2
2024
Q3 		$9.73M Sell
40,014
-1,998
-5% -$458K 5.55% 2
2024
Q2 		$9.03M Sell
42,012
-6,778
-14% -$1.47M 5.55% 2
2024
Q1 		$10M Sell
48,790
-4,783
-9% -$918K 6.69% 2
2023
Q4 		$10.2M Sell
53,573
-7,255
-12% -$1.33M 8.05% 2
2023
Q3 		$10.4M Sell
60,828
-766
-1% -$137K 9.74% 1
2023
Q2 		$11M Buy
61,594
+43,690
+244% +$8.03M 9.61% 1
2023
Q1 		$3.28M Buy
17,904
+209
+1% +$36.8K 3.42% 7
2022
Q4 		$3M Buy
17,695
+119
+0.7% +$19.2K 3.76% 9
2022
Q3 		$2.72M Buy
17,576
+791
+5% +$127K 3.84% 9
2022
Q2 		$2.83M Buy
+16,785
New +$2.93M 2.97% 9

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Nvest Financial's GLD Position: Q1 2026 in Review

Nvest Financial reduced its SPDR Gold Trust (GLD) stake by 1.2% in Q1 2026, selling an estimated $69.4K and leaving 12,548 shares worth $5.4M. The position accounts for 2.01% of the portfolio, ranked #15.

Nvest Financial first reported a position in GLD in Q2 2022 and has held it in 16 quarters since. The position peaked at $17.4M in Q1 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Nvest Financial held 12,548 shares of SPDR Gold Trust worth $5.4M as of Q1 2026.
  • Nvest Financial sold 155 SPDR Gold Trust shares in Q1 2026, an estimated $69.4K.
  • SPDR Gold Trust made up 2.01% of Nvest Financial's portfolio in Q1 2026, its #15 holding.
  • Nvest Financial first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 16 quarters since.
  • Nvest Financial's SPDR Gold Trust position peaked at $17.4M in Q1 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.