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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 		$36.8K Hold
100
– – ﹤0.01% 734
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 3,023 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.
  • 3,023 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.