SEC 13F Intelligence

Northwest Financial Advisors / GLD

Northwest Financial Advisors’s Spdr Gold Tr Position

Does Northwest Financial Advisors own Spdr Gold Tr (GLD)? Yes — 1.6K shares worth $689,180 (+1.33% of its 13F portfolio) as of Q1 2026, down from 1.6K shares the prior filed quarter.

Position Value
$689,180
Q1 2026
Shares
1.6K
% of Portfolio
+1.33%
Quarters Held
10
currently held

Position History GLD

Reported value by quarter
Q4 ’23: $545,152Q4 ’23Q1 ’24: $601,045Q2 ’24: $613,675Q2 ’24Q3 ’24: $829,359Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $646,246Q4 ’25Q1 ’26: $689,180filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.6K$689,180+1.33%
Q4 20251.6K$646,246+1.33%
Q3 20253.2K$1M+1.46%
Q2 20253.4K$1M+1.45%
Q1 20254.8K$1M+1.14%
Q4 20244.8K$1M+0.96%
Q3 20243.4K$829,359+0.66%
Q2 20242.9K$613,675+0.62%
Q1 20242.9K$601,045+0.66%
Q4 20232.9K$545,152+0.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest Financial Advisors’s full portfolio or all institutional holders of GLD.