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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Williams & Novak's GLD Position: Q2 2026 in Review

Williams & Novak held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,724 shares worth $635K. The position accounts for 0.42% of the portfolio, ranked #65.

Williams & Novak first reported a position in GLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $755K in Q1 2026. 554 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Williams & Novak held 1,724 shares of SPDR Gold Trust worth $635K as of Q2 2026.
  • Williams & Novak left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.42% of Williams & Novak's portfolio in Q2 2026, its #65 holding.
  • Williams & Novak first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Williams & Novak's SPDR Gold Trust position peaked at $755K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.