Avantax Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Avantax Advisory Services’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
2025 Q2	$41.9M	Buy	137,441 +4,683	+4%	+$1.42M	0.23%	68
2025 Q1	$38.3M	Buy	132,758 +14,557	+12%	+$3.85M	0.23%	64
2024 Q4	$28.6M	Buy	118,201 +17,666	+18%	+$4.34M	0.18%	87
2024 Q3	$24.4M	Sell	100,535 -6,680	-6%	-$1.53M	0.16%	96
2024 Q2	$23.1M	Buy	107,215 +301	+0.3%	+$65.1K	0.16%	97
2024 Q1	$22M	Sell	106,914 -682	-0.6%	-$131K	0.2%	83
2023 Q4	$20.6M	Buy	107,596 +6,596	+7%	+$1.21M	0.2%	78
2023 Q3	$17.3M	Buy	101,000 +741	+0.7%	+$132K	0.19%	85
2023 Q2	$17.9M	Buy	100,259 +5,183	+5%	+$952K	0.2%	86
2023 Q1	$17.4M	Buy	95,076 +17,062	+22%	+$3M	0.21%	78
2022 Q4	$13.2M	Buy	78,014 +6,717	+9%	+$1.08M	0.18%	97
2022 Q3	$11M	Buy	71,297 +4,051	+6%	+$651K	0.17%	94
2022 Q2	$11.3M	Buy	67,246 +3,811	+6%	+$666K	0.17%	91
2022 Q1	$11.5M	Buy	63,435 +5,616	+10%	+$985K	0.16%	99
2021 Q4	$9.88M	Buy	57,819 +1,708	+3%	+$287K	0.15%	112
2021 Q3	$9.18M	Buy	56,111 +948	+2%	+$159K	0.15%	102
2021 Q2	$9.12M	Buy	55,163 +3,670	+7%	+$624K	0.17%	97
2021 Q1	$8.24M	Sell	51,493 -51,246	-50%	-$8.61M	0.18%	98
2020 Q4	$18.3M	Sell	102,739 -50,101	-33%	-$8.82M	0.44%	39
2020 Q3	$27.1M	Buy	152,840 +57,340	+60%	+$10.3M	0.43%	35
2020 Q2	$16M	Buy	95,500 +4,668	+5%	+$753K	0.46%	36
2020 Q1	$13.5M	Buy	90,832 +2,654	+3%	+$395K	0.4%	37
2019 Q4	$12.6M	Buy	88,178 +72,457	+461%	+$10.1M	0.29%	52
2019 Q3	$2.18M	Buy	15,721 +1,145	+8%	+$159K	0.09%	124
2019 Q2	$1.94M	Buy	14,576 +565	+4%	+$69.8K	0.09%	120
2019 Q1	$1.71M	Buy	14,011 +996	+8%	+$123K	0.09%	121
2018 Q4	$1.58M	Buy	+13,015	New	+$1.51M	0.27%	95

Other funds holding GLD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Avantax Advisory Services's GLD Position: Q2 2025 in Review

Avantax Advisory Services increased its SPDR Gold Trust (GLD) stake by 3.5% in Q2 2025, buying an estimated $1.42M and bringing the position to 137,441 shares worth $41.9M. The position accounts for 0.23% of the portfolio, ranked #68.

Avantax Advisory Services first reported a position in GLD in Q4 2018 and has held it in 27 quarters since. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Avantax Advisory Services held 137,441 shares of SPDR Gold Trust worth $41.9M as of Q2 2025.
Avantax Advisory Services bought 4,683 SPDR Gold Trust shares in Q2 2025, an estimated $1.42M.
SPDR Gold Trust made up 0.23% of Avantax Advisory Services's portfolio in Q2 2025, its #68 holding.
Avantax Advisory Services first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 27 quarters since.
2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.