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Nvest Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History

Nvest Wealth Strategies’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 		$57.1K Hold
155
– – 0.04% 52
2026
Q1 		$66.7K Buy
155
+20
+15% +$8.96K 0.05% 48
2025
Q4 		$53.5K Buy
+135
New +$51.6K 0.04% 53

Other funds holding GLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Nvest Wealth Strategies's GLD Position: Q2 2026 in Review

Nvest Wealth Strategies held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 155 shares worth $57.1K. The position accounts for 0.04% of the portfolio, ranked #52.

Nvest Wealth Strategies first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $66.7K in Q1 2026. 2,059 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Nvest Wealth Strategies held 155 shares of SPDR Gold Trust worth $57.1K as of Q2 2026.
  • Nvest Wealth Strategies left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.04% of Nvest Wealth Strategies's portfolio in Q2 2026, its #52 holding.
  • Nvest Wealth Strategies first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's SPDR Gold Trust position peaked at $66.7K in Q1 2026.
  • 2,059 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.