Avaii Wealth Management
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Avaii Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Avaii Wealth Management’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 		$717K Sell
1,886
-178
-9% -$69.6K 0.21% 62
2026
Q2 		$760K Buy
2,064
+317
+18% +$131K 0.22% 57
2026
Q1 		$752K Buy
1,747
+137
+9% +$61.4K 0.26% 51
2025
Q4 		$638K Buy
1,610
+32
+2% +$12.2K 0.23% 54
2025
Q3 		$561K Buy
1,578
+42
+3% +$13.4K 0.21% 63
2025
Q2 		$468K Hold
1,536
– – 0.21% 62
2025
Q1 		$442K Hold
1,536
– – 0.24% 60
2024
Q4 		$372K Sell
1,536
-18
-1% -$4.42K 0.18% 74
2024
Q3 		$378K Hold
1,554
– – 0.19% 75
2024
Q2 		$334K Hold
1,554
– – 0.19% 97
2024
Q1 		$320K Sell
1,554
-187
-11% -$35.9K 0.19% 102
2023
Q4 		$333K Hold
1,741
– – 0.22% 99
2023
Q3 		$298K Hold
1,741
– – 0.23% 96
2023
Q2 		$310K Hold
1,741
– – 0.24% 92
2023
Q1 		$319K Hold
1,741
– – 0.28% 88
2022
Q4 		$295K Hold
1,741
– – 0.26% 90
2022
Q3 		$269K Hold
1,741
– – 0.28% 83
2022
Q2 		$293K Buy
1,741
+227
+15% +$39.6K 0.31% 71
2022
Q1 		$274K Sell
1,514
-100
-6% -$17.5K 0.25% 79
2021
Q4 		$276K Buy
+1,614
New +$271K 0.28% 78

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

Avaii Wealth Management's GLD Position: Q3 2026 in Review

Avaii Wealth Management reduced its SPDR Gold Trust (GLD) stake by 8.6% in Q3 2026, selling an estimated $69.6K and leaving 1,886 shares worth $717K. The position accounts for 0.21% of the portfolio, ranked #62.

Avaii Wealth Management first reported a position in GLD in Q4 2021 and has held it in 20 quarters since. The position peaked at $760K in Q2 2026. 1,082 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

  • Avaii Wealth Management held 1,886 shares of SPDR Gold Trust worth $717K as of Q3 2026.
  • Avaii Wealth Management sold 178 SPDR Gold Trust shares in Q3 2026, an estimated $69.6K.
  • SPDR Gold Trust made up 0.21% of Avaii Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Avaii Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 20 quarters since.
  • Avaii Wealth Management's SPDR Gold Trust position peaked at $760K in Q2 2026.
  • 1,082 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.