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Avidian Wealth Enterprises, LLC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avidian Wealth Enterprises, LLC on GLD, newest first. How the timeline and the estimate are built.

Avidian Wealth Enterprises, LLC held 14,101 GLD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,101 shares
    Change vs previous 13F +2,417 shares

    0.15% of the 13F portfolio, value $5,370,409.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,684 shares
    Change vs previous 13F +687 shares

    0.12% of the 13F portfolio, value $4,304,324.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 10,997 shares
    Change vs previous 13F +630 shares

    0.15% of the 13F portfolio, value $4,732,100.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 10,367 shares
    Change vs previous 13F +503 shares

    0.15% of the 13F portfolio, value $4,108,731.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 9,864 shares
    Change vs previous 13F +2,055 shares

    0.13% of the 13F portfolio, value $3,506,514.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 7,809 shares
    Change vs previous 13F +348 shares

    0.1% of the 13F portfolio, value $2,380,560.

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 7,461 shares
    Change vs previous 13F -2,419 shares

    0.1% of the 13F portfolio, value $2,149,947.

    13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 9,880 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,392,244.

    13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).