Aveo Capital Partners’s SPDR Gold Trust GLD Stock Holding History

Aveo Capital Partners’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
2020 Q1	–	Sell	-1,800	Closed	-$15K	–	169
2019 Q4	$15K	Buy	1,800 +300	+20%	+$41.9K	0.01%	184
2019 Q3	$11K	Buy	1,500 +600	+67%	+$83.4K	﹤0.01%	181
2019 Q2	$10K	Buy	+900	New	+$111K	﹤0.01%	184

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

Aveo Capital Partners's GLD Position: Q2 2025 in Review

Aveo Capital Partners sold out of SPDR Gold Trust (GLD) in Q2 2025, closing a stake of 3,029 shares — an estimated $941K sold.

Aveo Capital Partners first reported a position in GLD in Q4 2016 and held it in 32 quarters. The position peaked at $6.46M in Q2 2023. 2,650 funds tracked by Wall St. Rank hold GLD as of Q2 2025.

Aveo Capital Partners reported no remaining SPDR Gold Trust position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 3,029 SPDR Gold Trust shares in Q2 2025, an estimated $941K.
Aveo Capital Partners first reported a position in SPDR Gold Trust in Q4 2016 and held it in 32 quarters.
Aveo Capital Partners's SPDR Gold Trust position peaked at $6.46M in Q2 2023.
2,650 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.