AF
GLD icon

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
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
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

Aviso Financial's GLD Position: Q1 2026 in Review

Aviso Financial reduced its SPDR Gold Trust (GLD) stake by 31% in Q1 2026, selling an estimated $169K and leaving 833 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #202.

Aviso Financial first reported a position in GLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $480K in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Aviso Financial held 833 shares of SPDR Gold Trust worth $358K as of Q1 2026.
  • Aviso Financial sold 377 SPDR Gold Trust shares in Q1 2026, an estimated $169K.
  • SPDR Gold Trust made up 0.01% of Aviso Financial's portfolio in Q1 2026, its #202 holding.
  • Aviso Financial first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's SPDR Gold Trust position peaked at $480K in Q4 2025.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.