NWF Advisory Services’s SPDR Gold Trust GLD Stock Holding History

NWF Advisory Services’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	$5.64M	Buy	13,106 +739	+6%	+$331K	0.64%	41
2025 Q4	$4.9M	Sell	12,367 -4,409	-26%	-$1.68M	0.54%	47
2025 Q3	$5.96M	Buy	16,776 +2,992	+22%	+$953K	0.65%	37
2025 Q2	$4.2M	Sell	13,784 -2,465	-15%	-$746K	0.5%	45
2025 Q1	$4.68M	Sell	16,249 -2,000	-11%	-$529K	0.66%	40
2024 Q4	$4.42M	Buy	18,249 +4,239	+30%	+$1.04M	0.65%	39
2024 Q3	$3.41M	Buy	14,010 +2,820	+25%	+$646K	0.5%	46
2024 Q2	$2.41M	Buy	11,190 +3,106	+38%	+$672K	0.38%	56
2024 Q1	$1.66M	Buy	8,084 +936	+13%	+$180K	0.28%	66
2023 Q4	$1.37M	Buy	7,148 +531	+8%	+$97.3K	0.27%	68
2023 Q3	$1.13M	Sell	6,617 -180	-3%	-$32.2K	0.27%	74
2023 Q2	$1.21M	Hold	6,797	–	–	0.28%	70
2023 Q1	$1.21M	Buy	+6,797	New	+$1.2M	0.28%	70

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NWF Advisory Services's GLD Position: Q1 2026 in Review

NWF Advisory Services increased its SPDR Gold Trust (GLD) stake by 6% in Q1 2026, buying an estimated $331K and bringing the position to 13,106 shares worth $5.64M. The position accounts for 0.64% of the portfolio, ranked #41.

NWF Advisory Services first reported a position in GLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.96M in Q3 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

NWF Advisory Services held 13,106 shares of SPDR Gold Trust worth $5.64M as of Q1 2026.
NWF Advisory Services bought 739 SPDR Gold Trust shares in Q1 2026, an estimated $331K.
SPDR Gold Trust made up 0.64% of NWF Advisory Services's portfolio in Q1 2026, its #41 holding.
NWF Advisory Services first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's SPDR Gold Trust position peaked at $5.96M in Q3 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.