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Livermore
Livermore
ZHEN

Schneider Downs Wealth Management Advisors, LP

SEC CIK
0001665359
Latest filing
Aug 5, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Schneider Downs Wealth Management Advisors, LP, 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)
7,528
Value
$2.77M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of GLD by Schneider Downs Wealth Management Advisors, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,528$2.77M0.3%+726+10.7%AddedHolders
Q1 20266,802$2.93M0.3%+231+3.5%AddedHolders
Q4 20256,571$2.60M0.3%00.0%UnchangedHolders
Q3 20256,571$2.34M0.3%−73−1.1%ReducedHolders
Q2 20256,644$2.03M0.3%−247−3.6%ReducedHolders
Q1 20256,891$1.99M0.4%−357−4.9%ReducedHolders
Q4 20247,248$1.75M0.3%00.0%UnchangedHolders
Q3 20247,248$1.76M0.4%−20−0.3%ReducedHolders
Q2 20247,268$1.56M0.3%00.0%UnchangedHolders
Q1 20247,268$1.50M0.3%−224−3.0%ReducedHolders
Q4 20237,492$1.43M0.4%00.0%UnchangedHolders
Q3 20237,492$1.28M0.3%+1,114+17.5%AddedHolders
Q2 20236,378$1.14M0.3%−152−2.3%ReducedHolders
Q1 20236,530$1.20M0.2%−65−1.0%ReducedHolders
Q4 20226,595$1.12M0.2%+178+2.8%AddedHolders
Q3 20226,417$993.0K0.3%+137+2.2%AddedHolders
Q2 20226,280$1.06M0.3%+20+0.3%AddedHolders
Q1 20226,260$1.13M0.3%+58+0.9%AddedHolders
Q4 20216,202$1.06M0.3%00.0%UnchangedHolders
Q3 20216,202$1.02M0.3%00.0%UnchangedHolders
Q2 20216,202$1.03M0.3%+15+0.2%AddedHolders
Q1 20216,187$990.0K0.2%––Holders

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