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 Q3	$5.14M	Buy	13,500 +388	+3%	+$152K	0.48%	52
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BFP

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

NWF Advisory Services's GLD Position: Q3 2026 in Review

NWF Advisory Services increased its SPDR Gold Trust (GLD) stake by 3% in Q3 2026, buying an estimated $152K and bringing the position to 13,500 shares worth $5.14M. The position accounts for 0.48% of the portfolio, ranked #52.

NWF Advisory Services first reported a position in GLD in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.96M in Q3 2025. 788 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

NWF Advisory Services held 13,500 shares of SPDR Gold Trust worth $5.14M as of Q3 2026.
NWF Advisory Services bought 388 SPDR Gold Trust shares in Q3 2026, an estimated $152K.
SPDR Gold Trust made up 0.48% of NWF Advisory Services's portfolio in Q3 2026, its #52 holding.
NWF Advisory Services first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's SPDR Gold Trust position peaked at $5.96M in Q3 2025.
788 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.