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Avestar Capital’s SPDR Gold Trust GLD Stock Holding History

Avestar Capital’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
-700
Closed -$301K – 564
2026
Q1 		$301K Hold
700
– – 0.02% 439
2025
Q4 		$277K Buy
+700
New +$267K 0.02% 421

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 $44.6B AUM 28.94% 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

Avestar Capital's GLD Position: Q2 2026 in Review

Avestar Capital increased its SPDR Gold Trust (GLD) stake by 37% in Q2 2026, buying an estimated $1.46M and bringing the position to 12,963 shares worth $4.78M. The position accounts for 0.27% of the portfolio, ranked #66.

Avestar Capital first reported a position in GLD in Q4 2017 and has held it in 29 quarters since. The position peaked at $11.1M in Q3 2020. 1,434 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Avestar Capital held 12,963 shares of SPDR Gold Trust worth $4.78M as of Q2 2026.
  • Avestar Capital bought 3,517 SPDR Gold Trust shares in Q2 2026, an estimated $1.46M.
  • SPDR Gold Trust made up 0.27% of Avestar Capital's portfolio in Q2 2026, its #66 holding.
  • Avestar Capital first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 29 quarters since.
  • Avestar Capital's SPDR Gold Trust position peaked at $11.1M in Q3 2020.
  • 1,434 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.