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Avion Wealth’s SPDR Gold Trust GLD Stock Holding History

Avion Wealth’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 		$5.08M Buy
13,792
+144
+1% +$59.7K 0.95% 18
2026
Q1 		$5.87M Buy
13,648
+458
+3% +$205K 1.21% 16
2025
Q4 		$5.23M Buy
13,190
+11,801
+850% +$4.51M 1.1% 17
2025
Q3 		$493K Buy
1,389
+65
+5% +$20.7K 0.11% 52
2025
Q2 		$403K Sell
1,324
-519
-28% -$157K 0.09% 60
2025
Q1 		$446K Hold
1,843
– – 0.11% 55
2024
Q4 		$446K Buy
1,843
+28
+2% +$6.88K 0.11% 55
2024
Q3 		$441K Hold
1,815
– – 0.12% 54
2024
Q2 		$390K Buy
1,815
+672
+59% +$145K 0.11% 53
2024
Q1 		$236K Hold
1,143
– – 0.06% 69
2023
Q4 		$219K Hold
1,143
– – 0.06% 71
2023
Q3 		$195K Hold
1,143
– – 0.06% 69
2023
Q2 		$203K Sell
1,143
-169
-13% -$31.1K 0.05% 71
2023
Q1 		$222K Hold
1,312
– – 0.06% 63
2022
Q4 		$202K Hold
1,312
– – 0.06% 63
2022
Q3 		$203K Sell
1,312
-150
-10% -$24.1K 0.06% 63
2022
Q2 		$246K Buy
1,462
+319
+28% +$55.7K 0.08% 56
2022
Q1 		$206K Buy
1,143
+400
+54% +$70.2K 0.06% 58
2021
Q4 		$127K Hold
743
– – 0.04% 72
2021
Q3 		$122K Hold
743
– – 0.04% 68
2021
Q2 		$123K Sell
743
-357
-32% -$60.7K 0.04% 67
2021
Q1 		$176K Buy
1,100
+515
+88% +$86.5K 0.06% 48
2020
Q4 		$104K Hold
585
– – 0.03% 66
2020
Q3 		$104K Hold
585
– – 0.04% 59
2020
Q2 		$98K Hold
585
– – 0.03% 58
2020
Q1 		$87K Buy
+585
New +$87.1K 0.04% 58

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

Avion Wealth's GLD Position: Q2 2026 in Review

Avion Wealth increased its SPDR Gold Trust (GLD) stake by 1.1% in Q2 2026, buying an estimated $59.7K and bringing the position to 13,792 shares worth $5.08M. The position accounts for 0.95% of the portfolio, ranked #18.

Avion Wealth first reported a position in GLD in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.87M in Q1 2026. 3,022 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Avion Wealth held 13,792 shares of SPDR Gold Trust worth $5.08M as of Q2 2026.
  • Avion Wealth bought 144 SPDR Gold Trust shares in Q2 2026, an estimated $59.7K.
  • SPDR Gold Trust made up 0.95% of Avion Wealth's portfolio in Q2 2026, its #18 holding.
  • Avion Wealth first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's SPDR Gold Trust position peaked at $5.87M in Q1 2026.
  • 3,022 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.