PW Nova Financial Services
GLD icon

PW Nova Financial Services’s SPDR Gold Trust GLD Stock Holding History

PW Nova Financial 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 		– Sell
-9,286
Closed -$3.42M – 210
2026
Q2 		$3.42M Sell
9,286
-563
-6% -$233K 0.73% 35
2026
Q1 		$4.24M Buy
+9,849
New +$4.41M 1.06% 27

Other funds holding GLD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Briaud Financial Planning
Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

PW Nova Financial Services's GLD Position: Q3 2026 in Review

PW Nova Financial Services sold out of SPDR Gold Trust (GLD) in Q3 2026, closing a stake of 9,286 shares — an estimated $3.42M sold.

PW Nova Financial Services first reported a position in GLD in Q1 2026 and held it in 2 quarters. The position peaked at $4.24M in Q1 2026. 825 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • PW Nova Financial Services reported no remaining SPDR Gold Trust position as of Q3 2026 after selling out during the quarter.
  • PW Nova Financial Services sold 9,286 SPDR Gold Trust shares in Q3 2026, an estimated $3.42M.
  • PW Nova Financial Services first reported a position in SPDR Gold Trust in Q1 2026 and held it in 2 quarters.
  • PW Nova Financial Services's SPDR Gold Trust position peaked at $4.24M in Q1 2026.
  • 825 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.