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Livermore
Livermore
ZHEN

Focused Wealth Management, Inc

SEC CIK
0001586052
Latest filing
Aug 6, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Focused Wealth Management, 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)
742
Value
$273.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of GLD by Focused Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026742$273.4K<0.1%−37−4.7%ReducedHolders
Q1 2026779$335.3K<0.1%+103+15.2%AddedHolders
Q4 2025676$268.0K<0.1%−173−20.4%ReducedHolders
Q3 2025849$301.9K<0.1%+33+4.0%AddedHolders
Q2 2025816$248.8K<0.1%−20−2.4%ReducedHolders
Q1 2025836$241.0K<0.1%−105−11.2%ReducedHolders
Q4 2024941$227.9K<0.1%00.0%UnchangedHolders
Q3 2024941$228.8K<0.1%00.0%UnchangedHolders
Q2 2024941$202.4K<0.1%+941NewHolders
Q1 20240$00.0%−2,192−100.0%Sold outHolders
Q4 20232,192$419.1K0.1%−167−7.1%ReducedHolders
Q3 20232,359$404.5K0.1%00.0%UnchangedHolders
Q2 20232,359$420.6K0.1%+406+20.8%AddedHolders
Q1 20231,953$357.8K0.1%+716+57.9%AddedHolders
Q4 20221,237$209.8K<0.1%+272+28.2%AddedHolders
Q3 2022965$149.0K<0.1%+82+9.3%AddedHolders
Q2 2022883$149.0K<0.1%+143+19.3%AddedHolders
Q1 2022740$134.0K<0.1%+50+7.2%AddedHolders
Q4 2021690$118.0K<0.1%−311−31.1%ReducedHolders
Q3 20211,001$164.0K<0.1%+811+426.8%AddedHolders
Q2 2021190$31.0K<0.1%−16−7.8%ReducedHolders
Q1 2021206$33.0K<0.1%––Holders

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