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

Avondale 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 		$522K Sell
1,416
-106
-7% -$43.9K 0.21% 43
2026
Q1 		$655K Sell
1,522
-74
-5% -$33.1K 0.32% 40
2025
Q4 		$633K Sell
1,596
-45
-3% -$17.2K 0.33% 35
2025
Q3 		$583K Sell
1,641
-6
-0.4% -$1.91K 0.31% 34
2025
Q2 		$502K Sell
1,647
-80
-5% -$24.2K 0.28% 38
2025
Q1 		$498K Sell
1,727
-375
-18% -$99.2K 0.31% 35
2024
Q4 		$509K Buy
2,102
+300
+17% +$73.7K 0.33% 33
2024
Q3 		$438K Sell
1,802
-8
-0.4% -$1.83K 0.28% 31
2024
Q2 		$389K Sell
1,810
-764
-30% -$165K 0.27% 36
2024
Q1 		$530K Buy
2,574
+250
+11% +$48K 0.37% 25
2023
Q4 		$444K Buy
2,324
+100
+4% +$18.3K 0.36% 26
2023
Q3 		$381K Hold
2,224
– – 0.33% 31
2023
Q2 		$396K Hold
2,224
– – 0.33% 31
2023
Q1 		$407K Hold
2,224
– – 0.35% 32
2022
Q4 		$377K Sell
2,224
-2,450
-52% -$395K 0.33% 24
2022
Q3 		$723K Sell
4,674
-8,250
-64% -$1.33M 0.79% 15
2022
Q2 		$2.18M Sell
12,924
-2,619
-17% -$457K 2.53% 10
2022
Q1 		$2.81M Buy
15,543
+6,099
+65% +$1.07M 3.3% 7
2021
Q4 		$1.61M Sell
9,444
-2,367
-20% -$397K 1.63% 10
2021
Q3 		$1.94M Sell
11,811
-707
-6% -$118K 1.89% 12
2021
Q2 		$2.07M Sell
12,518
-952
-7% -$162K 1.94% 11
2021
Q1 		$2.15M Buy
13,470
+9,252
+219% +$1.55M 2.12% 11
2020
Q4 		$752K Buy
4,218
+3,955
+1,504% +$696K 0.87% 14
2020
Q3 		$47K Hold
263
– – 0.07% 45
2020
Q2 		$44K Hold
263
– – 0.06% 40
2020
Q1 		$39K Hold
263
– – 0.06% 42
2019
Q4 		$38K Hold
263
– – 0.06% 49
2019
Q3 		$37K Sell
263
-1,516
-85% -$211K 0.06% 49
2019
Q2 		$237K Hold
1,779
– – 0.17% 22
2019
Q1 		$217K Hold
1,779
– – 0.17% 20
2018
Q4 		$216K Hold
1,779
– – 0.18% 20
2018
Q3 		$201K Hold
1,779
– – 0.19% 17
2018
Q2 		$211K Hold
1,779
– – 0.18% 17
2018
Q1 		$223K Sell
1,779
-600
-25% -$75.7K 0.18% 17
2017
Q4 		$294K Buy
+2,379
New +$288K 0.26% 17

Other funds holding GLD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

Avondale Wealth Management reduced its SPDR Gold Trust (GLD) stake by 7% in Q2 2026, selling an estimated $43.9K and leaving 1,416 shares worth $522K. The position accounts for 0.21% of the portfolio, ranked #43.

Avondale Wealth Management first reported a position in GLD in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.81M in Q1 2022. 674 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Avondale Wealth Management held 1,416 shares of SPDR Gold Trust worth $522K as of Q2 2026.
  • Avondale Wealth Management sold 106 SPDR Gold Trust shares in Q2 2026, an estimated $43.9K.
  • SPDR Gold Trust made up 0.21% of Avondale Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Avondale Wealth Management first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 35 quarters since.
  • Avondale Wealth Management's SPDR Gold Trust position peaked at $2.81M in Q1 2022.
  • 674 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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