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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avaii Wealth Management's GLD Position: Q1 2026 in Review

Avaii Wealth Management increased its SPDR Gold Trust (GLD) stake by 8.5% in Q1 2026, buying an estimated $61.4K and bringing the position to 1,747 shares worth $752K. The position accounts for 0.26% of the portfolio, ranked #51.

Avaii Wealth Management first reported a position in GLD in Q4 2021 and has held it in 18 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Avaii Wealth Management held 1,747 shares of SPDR Gold Trust worth $752K as of Q1 2026.
Avaii Wealth Management bought 137 SPDR Gold Trust shares in Q1 2026, an estimated $61.4K.
SPDR Gold Trust made up 0.26% of Avaii Wealth Management's portfolio in Q1 2026, its #51 holding.
Avaii Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 18 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.