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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by JFS Wealth Advisors, LLC, 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)
4,267
Value
$1.57M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of GLD by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,267$1.57M0.1%−144−3.3%ReducedHolders
Q1 20264,411$1.90M0.1%−589−11.8%ReducedHolders
Q4 20255,000$1.98M0.1%+161+3.3%AddedHolders
Q3 20254,839$1.72M0.1%+977+25.3%AddedHolders
Q2 20253,862$1.18M0.1%−44−1.1%ReducedHolders
Q1 20253,906$1.13M0.1%+166+4.4%AddedHolders
Q4 20243,740$905.6K0.1%00.0%UnchangedHolders
Q3 20243,740$909.0K0.1%−21−0.6%ReducedHolders
Q2 20243,761$808.7K0.1%−437−10.4%ReducedHolders
Q1 20244,198$863.6K0.1%+526+14.3%AddedHolders
Q4 20233,672$702.0K0.1%−48−1.3%ReducedHolders
Q3 20233,720$637.8K0.1%+1,274+52.1%AddedHolders
Q2 20232,446$436.0K<0.1%+456+22.9%AddedHolders
Q1 20231,990$364.6K<0.1%00.0%UnchangedHolders
Q4 20221,990$337.6K<0.1%00.0%UnchangedHolders
Q3 20221,990$308.0K<0.1%+100+5.3%AddedHolders
Q2 20221,890$318.0K<0.1%−80−4.1%ReducedHolders
Q1 20221,970$356.0K<0.1%−656−25.0%ReducedHolders
Q4 20212,626$449.0K<0.1%00.0%UnchangedHolders
Q3 20212,626$431.0K<0.1%−1,231−31.9%ReducedHolders
Q2 20213,857$639.0K0.1%+3,838+20,200.0%AddedHolders
Q1 202119$3.00K<0.1%––Holders

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