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RGT Wealth Advisors, LLC

SEC CIK
0001689872
Latest filing
Nov 8, 2022

GLD holding history

SPDR Gold Trust in every 13F filed by RGT 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 Q3 2022 holdings

Shares (Q3 2022)
34,830
Value
$5.39M
% of portfolio
0.9%
Quarters held
7
Since Q1 2021
Holdings of GLD by RGT Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202234,830$5.39M0.9%00.0%UnchangedHolders
Q2 202234,830$5.87M1.0%−3,251−8.5%ReducedHolders
Q1 202238,081$6.88M1.1%−410−1.1%ReducedHolders
Q4 202138,491$6.58M1.0%+193+0.5%AddedHolders
Q3 202138,298$6.29M1.2%00.0%UnchangedHolders
Q2 202138,298$6.34M1.1%−720−1.8%ReducedHolders
Q1 202139,018$6.24M1.2%––Holders

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