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Avant Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Avant Financial Advisors’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 		– Sell
-943
Closed -$406K – 70
2026
Q1 		$406K Buy
943
+3
+0.3% +$1.34K 0.29% 49
2025
Q4 		$373K Buy
+940
New +$359K 0.27% 55

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Avant Financial Advisors's GLD Position: Q2 2026 in Review

Avant Financial Advisors sold out of SPDR Gold Trust (GLD) in Q2 2026, closing a stake of 943 shares — an estimated $406K sold.

Avant Financial Advisors first reported a position in GLD in Q4 2025 and held it in 2 quarters. The position peaked at $406K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Avant Financial Advisors reported no remaining SPDR Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Avant Financial Advisors sold 943 SPDR Gold Trust shares in Q2 2026, an estimated $406K.
  • Avant Financial Advisors first reported a position in SPDR Gold Trust in Q4 2025 and held it in 2 quarters.
  • Avant Financial Advisors's SPDR Gold Trust position peaked at $406K in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.