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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
Q2 		$4.67M Buy
12,670
+122
+1% +$50.5K 1.48% 22
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nvest Financial's GLD Position: Q2 2026 in Review

Nvest Financial increased its SPDR Gold Trust (GLD) stake by 0.97% in Q2 2026, buying an estimated $50.5K and bringing the position to 12,670 shares worth $4.67M. The position accounts for 1.48% of the portfolio, ranked #22.

Nvest Financial first reported a position in GLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $17.4M in Q1 2025. 3,030 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Nvest Financial held 12,670 shares of SPDR Gold Trust worth $4.67M as of Q2 2026.
  • Nvest Financial bought 122 SPDR Gold Trust shares in Q2 2026, an estimated $50.5K.
  • SPDR Gold Trust made up 1.48% of Nvest Financial's portfolio in Q2 2026, its #22 holding.
  • Nvest Financial first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 17 quarters since.
  • Nvest Financial's SPDR Gold Trust position peaked at $17.4M in Q1 2025.
  • 3,030 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.