AWE
GLD icon

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
Q1 		$43K Buy
+100
New +$44.8K ﹤0.01% 669
2023
Q2 		– Sell
-19,000
Closed -$3.48M – 443
2023
Q1 		$3.48M Buy
+19,000
New +$3.34M 0.19% 103

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avidian Wealth Enterprises's GLD Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its SPDR Gold Trust (GLD) stake by 6.1% in Q1 2026, buying an estimated $282K and bringing the position to 10,997 shares worth $4.73M. The position accounts for 0.15% of the portfolio, ranked #100.

Avidian Wealth Enterprises first reported a position in GLD in Q3 2019 and has held it in 27 quarters since. The position peaked at $8.32M in Q1 2021. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Avidian Wealth Enterprises held 10,997 shares of SPDR Gold Trust worth $4.73M as of Q1 2026.
  • Avidian Wealth Enterprises bought 630 SPDR Gold Trust shares in Q1 2026, an estimated $282K.
  • SPDR Gold Trust made up 0.15% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #100 holding.
  • Avidian Wealth Enterprises first reported a position in SPDR Gold Trust in Q3 2019 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's SPDR Gold Trust position peaked at $8.32M in Q1 2021.
  • 3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.