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Aventura Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Aventura Private Wealth’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 		$1.25M Buy
3,390
+99
+3% +$41K 0.38% 51
2026
Q1 		$1.42M Buy
3,291
+1,479
+82% +$662K 0.52% 39
2025
Q4 		$718K Buy
1,812
+288
+19% +$110K 0.26% 71
2025
Q3 		$542K Buy
1,524
+150
+11% +$47.8K 0.2% 88
2025
Q2 		$419K Buy
1,374
+5
+0.4% +$1.51K 0.18% 94
2025
Q1 		$394K Sell
1,369
-7
-0.5% -$1.85K 0.21% 93
2024
Q4 		$333K Buy
+1,376
New +$338K 0.18% 98

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Aventura Private Wealth's GLD Position: Q2 2026 in Review

Aventura Private Wealth increased its SPDR Gold Trust (GLD) stake by 3% in Q2 2026, buying an estimated $41K and bringing the position to 3,390 shares worth $1.25M. The position accounts for 0.38% of the portfolio, ranked #51.

Aventura Private Wealth first reported a position in GLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q1 2026. 1,307 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Aventura Private Wealth held 3,390 shares of SPDR Gold Trust worth $1.25M as of Q2 2026.
  • Aventura Private Wealth bought 99 SPDR Gold Trust shares in Q2 2026, an estimated $41K.
  • SPDR Gold Trust made up 0.38% of Aventura Private Wealth's portfolio in Q2 2026, its #51 holding.
  • Aventura Private Wealth first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's SPDR Gold Trust position peaked at $1.42M in Q1 2026.
  • 1,307 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.