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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by WealthPLAN Partners, 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)
3,920
Value
$1.44M
% of portfolio
0.3%
Quarters held
20
Since Q1 2021
Holdings of GLD by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,920$1.44M0.3%+226+6.1%AddedHolders
Q1 20263,694$1.59M0.3%−326−8.1%ReducedHolders
Q4 20254,020$1.59M0.2%+1,370+51.7%AddedHolders
Q3 20252,650$942.0K0.1%+92+3.6%AddedHolders
Q2 20252,558$779.8K0.1%−397−13.4%ReducedHolders
Q1 20252,955$851.5K0.1%+51+1.8%AddedHolders
Q4 20242,904$703.1K0.1%+1,096+60.6%AddedHolders
Q3 20241,808$439.5K0.1%−307−14.5%ReducedHolders
Q2 20242,115$454.7K<0.1%−2,124−50.1%ReducedHolders
Q1 20244,239$872.0K0.1%−19−0.4%ReducedHolders
Q4 20234,258$814.0K0.1%+6+0.1%AddedHolders
Q3 20234,252$729.0K0.1%−3,211−43.0%ReducedHolders
Q2 20237,463$1.33M0.2%−1,329−15.1%ReducedHolders
Q1 20238,792$1.61M0.2%−2,020−18.7%ReducedHolders
Q4 202210,812$1.87M0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20222,612$462.0K<0.1%+133+5.4%AddedHolders
Q4 20212,479$417.0K<0.1%+55+2.3%AddedHolders
Q3 20212,424$404.0K<0.1%−10−0.4%ReducedHolders
Q2 20212,434$399.0K<0.1%+115+5.0%AddedHolders
Q1 20212,319$386.0K<0.1%––Holders

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