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Moss Adams Wealth Advisors LLC

SEC CIK
0001661245
Latest filing
Jul 27, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Moss Adams 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)
5,421
Value
$2.00M
% of portfolio
0.1%
Quarters held
11
Since Q4 2022
Holdings of GLD by Moss Adams Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,421$2.00M0.1%00.0%UnchangedHolders
Q1 20265,421$2.33M0.2%−59−1.1%ReducedHolders
Q4 20255,480$2.17M0.2%−491−8.2%ReducedHolders
Q3 20255,971$2.12M0.2%+371+6.6%AddedHolders
Q2 20255,600$1.71M0.2%+128+2.3%AddedHolders
Q1 20255,472$1.58M0.2%00.0%UnchangedHolders
Q4 20245,472$1.32M0.1%+5,472NewHolders
Q3 20240$00.0%−1,347−100.0%Sold outHolders
Q2 20241,347$289.6K<0.1%00.0%UnchangedHolders
Q1 20241,347$277.1K<0.1%+52+4.0%AddedHolders
Q4 20231,295$247.6K0.1%+1,295NewHolders
Q1 20230$00.0%−3,435−100.0%Sold outHolders
Q4 20223,435$582.7K0.3%–No prior filingHolders