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Northwest Financial Advisors

SEC CIK
0002010635
Latest filing
Jul 27, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Northwest Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
1,252
Value
$461.1K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of GLD by Northwest Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,252$461.1K0.1%−350−21.8%ReducedHolders
Q1 20261,602$689.2K1.3%−29−1.8%ReducedHolders
Q4 20251,631$646.2K1.3%−1,559−48.9%ReducedHolders
Q3 20253,190$1.13M1.5%−217−6.4%ReducedHolders
Q2 20253,407$1.04M1.4%−1,383−28.9%ReducedHolders
Q1 20254,790$1.38M1.1%00.0%UnchangedHolders
Q4 20244,790$1.16M1.0%+1,378+40.4%AddedHolders
Q3 20243,412$829.4K0.7%+558+19.6%AddedHolders
Q2 20242,854$613.7K0.6%−68−2.3%ReducedHolders
Q1 20242,922$601.0K0.7%+70+2.5%AddedHolders
Q4 20232,852$545.2K0.5%–No prior filingHolders