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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
3,997
Value
$1.47M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of GLD by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,997$1.47M0.1%−220−5.2%ReducedHolders
Q1 20264,217$1.81M0.1%−101−2.3%ReducedHolders
Q4 20254,318$1.71M0.1%−529−10.9%ReducedHolders
Q3 20254,847$1.72M0.1%−61−1.2%ReducedHolders
Q2 20254,908$1.50M0.1%−492−9.1%ReducedHolders
Q1 20255,400$1.56M0.1%+467+9.5%AddedHolders
Q4 20244,933$1.19M0.1%+22+0.4%AddedHolders
Q3 20244,911$1.19M0.1%+72+1.5%AddedHolders
Q2 20244,839$1.04M0.1%+1,373+39.6%AddedHolders
Q1 20243,466$713.0K0.1%00.0%UnchangedHolders
Q4 20233,466$662.6K0.1%−1,125−24.5%ReducedHolders
Q3 20234,591$787.1K0.1%00.0%UnchangedHolders
Q2 20234,591$818.4K0.1%−183−3.8%ReducedHolders
Q1 20234,774$874.7K0.1%+295+6.6%AddedHolders
Q4 20224,479$759.8K0.1%−20−0.4%ReducedHolders
Q3 20224,499$696.0K0.1%−433−8.8%ReducedHolders
Q2 20224,932$831.0K0.2%00.0%UnchangedHolders
Q1 20224,932$891.0K0.2%−450−8.4%ReducedHolders
Q4 20215,382$920.0K0.2%−57−1.0%ReducedHolders
Q3 20215,439$893.0K0.2%−127−2.3%ReducedHolders
Q2 20215,566$922.0K0.2%−106−1.9%ReducedHolders
Q1 20215,672$907.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.