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RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by RSM US Wealth Management 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)
21,997
Value
$8.10M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of GLD by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,997$8.10M0.1%−1,381−5.9%ReducedHolders
Q1 202623,378$10.1M0.1%+8,786+60.2%AddedHolders
Q4 202514,592$5.82M0.1%−1,185−7.5%ReducedHolders
Q3 202515,777$5.61M0.1%−526−3.2%ReducedHolders
Q2 202516,303$4.97M0.1%−2,866−15.0%ReducedHolders
Q1 202519,169$5.52M0.1%+1,446+8.2%AddedHolders
Q4 202417,723$4.28M0.1%+2,236+14.4%AddedHolders
Q3 202415,487$3.80M0.1%−1,603−9.4%ReducedHolders
Q2 202417,090$3.68M0.1%+5,849+52.0%AddedHolders
Q1 202411,241$2.31M0.1%+164+1.5%AddedHolders
Q4 202311,077$2.12M0.1%+2,544+29.8%AddedHolders
Q3 20238,533$1.46M0.1%+12+0.1%AddedHolders
Q2 20238,521$1.52M0.1%+19+0.2%AddedHolders
Q1 20238,502$1.56M0.1%+6,554+336.4%AddedHolders
Q4 20221,948$330.5K<0.1%+48+2.5%AddedHolders
Q3 20221,900$294.0K<0.1%−244−11.4%ReducedHolders
Q2 20222,144$361.0K<0.1%−88−3.9%ReducedHolders
Q1 20222,232$403.0K<0.1%00.0%UnchangedHolders
Q4 20212,232$382.0K<0.1%−6,623−74.8%ReducedHolders
Q3 20218,855$1.45M0.1%−2,837−24.3%ReducedHolders
Q2 202111,692$1.94M0.1%+168+1.5%AddedHolders
Q1 202111,524$1.84M0.1%––Holders

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