AWM
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Avior Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Avior Wealth Management’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 		$16.7M Sell
45,443
-13,278
-23% -$5.5M 0.44% 55
2026
Q1 		$25.3M Buy
58,721
+34,783
+145% +$15.6M 0.72% 35
2025
Q4 		$9.49M Buy
23,938
+4,514
+23% +$1.72M 0.3% 73
2025
Q3 		$6.9M Buy
19,424
+6,071
+45% +$1.93M 0.22% 83
2025
Q2 		$4.07M Sell
13,353
-302
-2% -$91.4K 0.14% 122
2025
Q1 		$3.93M Buy
13,655
+542
+4% +$143K 0.15% 115
2024
Q4 		$3.18M Buy
13,113
+2,053
+19% +$505K 0.12% 137
2024
Q3 		$2.69M Buy
11,060
+1,189
+12% +$272K 0.11% 143
2024
Q2 		$2.12M Buy
9,871
+1,467
+17% +$317K 0.09% 157
2024
Q1 		$1.73M Buy
8,404
+4,594
+121% +$882K 0.08% 178
2023
Q4 		$728K Buy
3,810
+200
+6% +$36.7K 0.04% 260
2023
Q3 		$619K Sell
3,610
-141
-4% -$25.2K 0.04% 278
2023
Q2 		$669K Sell
3,751
-6,526
-64% -$1.2M 0.04% 278
2023
Q1 		$1.88M Buy
10,277
+6,741
+191% +$1.19M 0.13% 123
2022
Q4 		$600K Buy
3,536
+43
+1% +$6.93K 0.05% 261
2022
Q3 		$540K Buy
3,493
+498
+17% +$80.1K 0.04% 254
2022
Q2 		$504K Sell
2,995
-74
-2% -$12.9K 0.05% 251
2022
Q1 		$554K Sell
3,069
-121
-4% -$21.2K 0.05% 275
2021
Q4 		$545K Buy
3,190
+157
+5% +$26.4K 0.05% 317
2021
Q3 		$498K Buy
3,033
+69
+2% +$11.6K 0.04% 314
2021
Q2 		$490K Sell
2,964
-35
-1% -$5.95K 0.05% 300
2021
Q1 		$479K Sell
2,999
-32
-1% -$5.38K 0.05% 299
2020
Q4 		$540K Sell
3,031
-2,174
-42% -$383K 0.07% 249
2020
Q3 		$921K Buy
5,205
+2,134
+69% +$384K 0.13% 146
2020
Q2 		$513K Buy
3,071
+152
+5% +$24.5K 0.08% 228
2020
Q1 		$432K Buy
2,919
+536
+22% +$79.8K 0.09% 221
2019
Q4 		$340K Sell
2,383
-72
-3% -$10.1K 0.05% 300
2019
Q3 		$340K Hold
2,455
– – 0.06% 272
2019
Q2 		$327K Buy
2,455
+1,606
+189% +$198K 0.06% 277
2019
Q1 		$103K Hold
849
– – 0.02% 399
2018
Q4 		$102K Hold
849
– – 0.02% 428
2018
Q3 		$96K Hold
849
– – 0.02% 438
2018
Q2 		$101K Buy
849
+39
+5% +$4.83K 0.02% 441
2018
Q1 		$102K Buy
810
+22
+3% +$2.77K 0.02% 437
2017
Q4 		$97K Sell
788
-7
-0.9% -$849 0.02% 446
2017
Q3 		$97K Hold
795
– – 0.03% 176
2017
Q2 		$94K Sell
795
-200
-20% -$23.9K 0.04% 155
2017
Q1 		$118K Hold
995
– – 0.04% 173
2016
Q4 		$109K Sell
995
-88
-8% -$10.2K 0.04% 163
2016
Q3 		$136K Buy
1,083
+155
+17% +$19.7K 0.05% 152
2016
Q2 		$117K Buy
928
+10
+1% +$1.2K 0.05% 150
2016
Q1 		$108K Buy
918
+255
+38% +$28.9K 0.05% 151
2015
Q4 		$67K Buy
663
+98
+17% +$10.4K 0.04% 162
2015
Q3 		$60K Buy
565
+233
+70% +$25.1K 0.04% 160
2015
Q2 		$37K Sell
332
-50
-13% -$5.72K 0.03% 154
2015
Q1 		$43K Hold
382
– – 0.03% 144
2014
Q4 		$43K Buy
382
+110
+40% +$12.7K 0.03% 142
2014
Q3 		$32K Sell
272
-183
-40% -$22.6K 0.03% 158
2014
Q2 		$28K Buy
455
+255
+128% +$31.7K 0.02% 175
2014
Q1 		$25K Buy
+200
New +$24.9K 0.02% 178

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

Avior Wealth Management's GLD Position: Q2 2026 in Review

Avior Wealth Management reduced its SPDR Gold Trust (GLD) stake by 23% in Q2 2026, selling an estimated $5.5M and leaving 45,443 shares worth $16.7M. The position accounts for 0.44% of the portfolio, ranked #55.

Avior Wealth Management first reported a position in GLD in Q1 2014 and has held it in 50 quarters since. The position peaked at $25.3M in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Avior Wealth Management held 45,443 shares of SPDR Gold Trust worth $16.7M as of Q2 2026.
  • Avior Wealth Management sold 13,278 SPDR Gold Trust shares in Q2 2026, an estimated $5.5M.
  • SPDR Gold Trust made up 0.44% of Avior Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Avior Wealth Management first reported a position in SPDR Gold Trust in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's SPDR Gold Trust position peaked at $25.3M in Q1 2026.
  • 3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.