Sowell Financial Services LLC

SEC CIK: 0001633697
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

GLD holding history

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

GLD overview All 13F holders of GLD Full Q2 2026 holdings

Shares (Q2 2026): 6,770
Value: $2.49M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of GLD by Sowell Financial Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,770	$2.49M	0.1%	−577−7.9%	Reduced	Holders
Q1 2026	7,347	$3.16M	0.1%	−1,530−17.2%	Reduced	Holders
Q4 2025	8,877	$3.52M	0.1%	+302+3.5%	Added	Holders
Q3 2025	8,575	$3.05M	0.1%	−6,649−43.7%	Reduced	Holders
Q2 2025	15,224	$4.64M	0.2%	−5,673−27.1%	Reduced	Holders
Q1 2025	20,897	$6.02M	0.3%	−5,685−21.4%	Reduced	Holders
Q4 2024	26,582	$6.44M	0.3%	−4,491−14.5%	Reduced	Holders
Q3 2024	31,073	$7.55M	0.4%	+3,165+11.3%	Added	Holders
Q2 2024	27,908	$6.00M	0.3%	+149+0.5%	Added	Holders
Q1 2024	27,759	$5.71M	0.3%	−2,071−6.9%	Reduced	Holders
Q4 2023	29,830	$5.70M	0.3%	−1,881−5.9%	Reduced	Holders
Q3 2023	31,711	$5.44M	0.3%	−18,295−36.6%	Reduced	Holders
Q2 2023	50,006	$8.91M	0.5%	+18,790+60.2%	Added	Holders
Q1 2023	31,216	$5.72M	0.4%	−59,265−65.5%	Reduced	Holders
Q4 2022	90,481	$15.3M	1.0%	+65,309+259.5%	Added	Holders
Q3 2022	25,172	$3.89M	0.4%	−13,377−34.7%	Reduced	Holders
Q2 2022	38,549	$6.49M	0.6%	+12,872+50.1%	Added	Holders
Q1 2022	25,677	$4.58M	0.8%	−20,644−44.6%	Reduced	Holders
Q4 2021	46,321	$7.92M	0.5%	+6,253+15.6%	Added	Holders
Q3 2021	40,068	$6.58M	0.4%	−9,752−19.6%	Reduced	Holders
Q2 2021	49,820	$8.25M	0.5%	−105,823−68.0%	Reduced	Holders
Q1 2021	155,643	$26.5M	0.9%	–	–	Holders

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