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NorthAvenue LLC’s SPDR Gold Trust GLD Stock Holding History

NorthAvenue LLC’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 		$264K Hold
717
– – 0.19% 25
2026
Q1 		$309K Hold
717
– – 0.25% 20
2025
Q4 		$284K Buy
+717
New +$274K 0.24% 21

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

NorthAvenue LLC's GLD Position: Q2 2026 in Review

NorthAvenue LLC held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 717 shares worth $264K. The position accounts for 0.19% of the portfolio, ranked #25.

NorthAvenue LLC first reported a position in GLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q1 2026. 723 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • NorthAvenue LLC held 717 shares of SPDR Gold Trust worth $264K as of Q2 2026.
  • NorthAvenue LLC left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.19% of NorthAvenue LLC's portfolio in Q2 2026, its #25 holding.
  • NorthAvenue LLC first reported a position in SPDR Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's SPDR Gold Trust position peaked at $309K in Q1 2026.
  • 723 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.