AWE
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Avidian Wealth Enterprises’s SPDR Gold Trust GLD Stock Holding History

Avidian Wealth Enterprises’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 		$4.3M Buy
11,684
+687
+6% +$285K 0.12% 123
2026
Q1 		$4.73M Buy
10,997
+630
+6% +$282K 0.15% 100
2025
Q4 		$4.11M Buy
10,367
+503
+5% +$192K 0.15% 91
2025
Q3 		$3.51M Buy
9,864
+2,055
+26% +$655K 0.13% 98
2025
Q2 		$2.38M Buy
7,809
+348
+5% +$105K 0.1% 105
2025
Q1 		$2.15M Sell
7,461
-2,419
-24% -$640K 0.1% 118
2024
Q4 		$2.39M Buy
9,880
+267
+3% +$65.6K 0.11% 107
2024
Q3 		$2.34M Buy
9,613
+25
+0.3% +$5.72K 0.11% 102
2024
Q2 		$2.06M Buy
9,588
+589
+7% +$127K 0.09% 113
2024
Q1 		$1.85M Sell
8,999
-69
-0.8% -$13.2K 0.09% 118
2023
Q4 		$1.73M Sell
9,068
-132
-1% -$24.2K 0.11% 116
2023
Q3 		$1.58M Sell
9,200
-156
-2% -$27.9K 0.11% 118
2023
Q2 		$1.67M Sell
9,356
-1,740
-16% -$320K 0.11% 127
2023
Q1 		$2.03M Buy
11,096
+5,408
+95% +$952K 0.11% 137
2022
Q4 		$965K Sell
5,688
-1,511
-21% -$243K 0.06% 183
2022
Q3 		$1.11M Sell
7,199
-1,160
-14% -$187K 0.08% 138
2022
Q2 		$1.41M Sell
8,359
-16,348
-66% -$2.85M 0.1% 133
2022
Q1 		$4.46M Sell
24,707
-835
-3% -$146K 0.27% 71
2021
Q4 		$4.37M Sell
25,542
-8,166
-24% -$1.37M 0.27% 72
2021
Q3 		$5.54M Buy
33,708
+3,779
+13% +$633K 0.42% 43
2021
Q2 		$4.96M Sell
29,929
-22,074
-42% -$3.75M 0.38% 44
2021
Q1 		$8.32M Buy
52,003
+29,295
+129% +$4.92M 0.71% 35
2020
Q4 		$4.05M Buy
22,708
+4,751
+26% +$837K 0.38% 45
2020
Q3 		$3.18M Buy
17,957
+2,644
+17% +$475K 0.36% 50
2020
Q2 		$2.56M Sell
15,313
-3,938
-20% -$635K 0.35% 49
2020
Q1 		$2.85M Buy
19,251
+708
+4% +$105K 0.46% 35
2019
Q4 		$2.65M Buy
18,543
+50
+0.3% +$6.99K 0.38% 36
2019
Q3 		$2.57M Buy
+18,493
New +$2.57M 0.42% 31

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Avidian Wealth Enterprises's GLD Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its SPDR Gold Trust (GLD) stake by 6.2% in Q2 2026, buying an estimated $285K and bringing the position to 11,684 shares worth $4.3M. The position accounts for 0.12% of the portfolio, ranked #123.

Avidian Wealth Enterprises first reported a position in GLD in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.32M in Q1 2021. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Avidian Wealth Enterprises held 11,684 shares of SPDR Gold Trust worth $4.3M as of Q2 2026.
  • Avidian Wealth Enterprises bought 687 SPDR Gold Trust shares in Q2 2026, an estimated $285K.
  • SPDR Gold Trust made up 0.12% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #123 holding.
  • Avidian Wealth Enterprises first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's SPDR Gold Trust position peaked at $8.32M in Q1 2021.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.