Williams & Novak’s SPDR Gold Trust GLD Stock Holding History

Williams & Novak’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	$673K	Buy	1,767 +43	+2%	+$16.8K	0.4%	59
2026 Q2	$635K	Hold	1,724	–	–	0.42%	65
2026 Q1	$755K	Hold	1,724	–	–	0.56%	48
2025 Q4	$683K	Hold	1,724	–	–	0.51%	49
2025 Q3	$613K	Hold	1,724	–	–	0.47%	56
2025 Q2	$526K	Sell	1,724 -50	-3%	-$15.1K	0.45%	60
2025 Q1	$510K	Sell	1,774 -50	-3%	-$13.2K	0.5%	56
2024 Q4	$442K	Hold	1,824	–	–	0.43%	59
2024 Q3	$443K	Hold	1,824	–	–	0.41%	64
2024 Q2	$392K	Buy	1,824 +200	+12%	+$43.3K	0.37%	65
2024 Q1	$310K	Hold	1,624	–	–	0.35%	66
2023 Q4	$310K	Buy	+1,624	New	+$298K	0.35%	66

Other funds holding GLD

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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

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

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Williams & Novak's GLD Position: Q3 2026 in Review

Williams & Novak increased its SPDR Gold Trust (GLD) stake by 2.5% in Q3 2026, buying an estimated $16.8K and bringing the position to 1,767 shares worth $673K. The position accounts for 0.4% of the portfolio, ranked #59.

Williams & Novak first reported a position in GLD in Q4 2023 and has held it in 12 quarters since. The position peaked at $755K in Q1 2026. 964 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Williams & Novak held 1,767 shares of SPDR Gold Trust worth $673K as of Q3 2026.
Williams & Novak bought 43 SPDR Gold Trust shares in Q3 2026, an estimated $16.8K.
SPDR Gold Trust made up 0.4% of Williams & Novak's portfolio in Q3 2026, its #59 holding.
Williams & Novak first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's SPDR Gold Trust position peaked at $755K in Q1 2026.
964 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.