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Avior Wealth Management, LLC: GLD position timeline

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

Avior Wealth Management, LLC held 45,443 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,443 shares
    Change vs previous 13F -13,278 shares

    0.44% of the 13F portfolio, value $16,740,273.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 58,721 shares
    Change vs previous 13F +34,783 shares

    0.72% of the 13F portfolio, value $25,266,897.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 23,938 shares
    Change vs previous 13F +4,514 shares

    0.3% of the 13F portfolio, value $9,486,991.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,424 shares
    Change vs previous 13F +6,071 shares

    0.22% of the 13F portfolio, value $6,904,550.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,353 shares
    Change vs previous 13F -302 shares

    0.14% of the 13F portfolio, value $4,070,462.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 13,655 shares
    Change vs previous 13F +542 shares

    0.15% of the 13F portfolio, value $3,934,615.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,113 shares
    Change vs previous 13F +2,053 shares

    0.12% of the 13F portfolio, value $3,175,104.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,060 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,688,297.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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