Aviso Financial’s SPDR Gold Trust GLD Stock Holding History

Aviso Financial’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	$307K	Hold	833	–	–	0.01%	184
2026 Q1	$358K	Sell	833 -377	-31%	-$169K	0.01%	202
2025 Q4	$480K	Sell	1,210 -1	-0.1%	-$382	0.02%	192
2025 Q3	$430K	Sell	1,211 -93	-7%	-$29.6K	0.02%	205
2025 Q2	$397K	Hold	1,304	–	–	0.02%	202
2025 Q1	$376K	Buy	1,304 +708	+119%	+$187K	0.02%	208
2024 Q4	$144K	Sell	596 -25	-4%	-$6.14K	0.01%	248
2024 Q3	$151K	Hold	621	–	–	0.01%	247
2024 Q2	$134K	Buy	+621	New	+$134K	0.01%	245

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aviso Financial's GLD Position: Q2 2026 in Review

Aviso Financial held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 833 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #184.

Aviso Financial first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $480K in Q4 2025. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Aviso Financial held 833 shares of SPDR Gold Trust worth $307K as of Q2 2026.
Aviso Financial left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.01% of Aviso Financial's portfolio in Q2 2026, its #184 holding.
Aviso Financial first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's SPDR Gold Trust position peaked at $480K in Q4 2025.
3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.