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NWAM LLC’s SPDR Gold Trust GLD Stock Holding History

NWAM LLC’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
2016
Q2 		– Sell
-2,000
Closed -$236K – 255
2016
Q1 		$236K Buy
+2,000
New +$227K 0.09% 196
2015
Q2 		– Sell
-8,000
Closed -$958K – 258
2015
Q1 		$958K Buy
+8,000
New +$936K 0.41% 62

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

NWAM LLC's GLD Position: Q1 2026 in Review

NWAM LLC increased its SPDR Gold Trust (GLD) stake by 2.7% in Q1 2026, buying an estimated $417K and bringing the position to 35,316 shares worth $15.2M. The position accounts for 0.87% of the portfolio, ranked #20.

NWAM LLC first reported a position in GLD in Q2 2013 and has held it in 42 quarters since. The position peaked at $17.3M in Q3 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • NWAM LLC held 35,316 shares of SPDR Gold Trust worth $15.2M as of Q1 2026.
  • NWAM LLC bought 932 SPDR Gold Trust shares in Q1 2026, an estimated $417K.
  • SPDR Gold Trust made up 0.87% of NWAM LLC's portfolio in Q1 2026, its #20 holding.
  • NWAM LLC first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 42 quarters since.
  • NWAM LLC's SPDR Gold Trust position peaked at $17.3M in Q3 2025.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.