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 Q2	$4.83M	Buy	13,112 +6	+0%	+$2.49K	0.45%	50
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NWF Advisory Services's GLD Position: Q2 2026 in Review

NWF Advisory Services increased its SPDR Gold Trust (GLD) stake by 0.05% in Q2 2026, buying an estimated $2.49K and bringing the position to 13,112 shares worth $4.83M. The position accounts for 0.45% of the portfolio, ranked #50.

NWF Advisory Services first reported a position in GLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.96M in Q3 2025. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

NWF Advisory Services held 13,112 shares of SPDR Gold Trust worth $4.83M as of Q2 2026.
NWF Advisory Services bought 6 SPDR Gold Trust shares in Q2 2026, an estimated $2.49K.
SPDR Gold Trust made up 0.45% of NWF Advisory Services's portfolio in Q2 2026, its #50 holding.
NWF Advisory Services first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's SPDR Gold Trust position peaked at $5.96M in Q3 2025.
3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.