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Moneywise, Inc.

SEC CIK
0001703080
Latest filing
Jul 21, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Moneywise, Inc., 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)
876
Value
$322.7K
% of portfolio
0.1%
Quarters held
15
Since Q4 2021
Holdings of GLD by Moneywise, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026876$322.7K0.1%00.0%UnchangedHolders
Q1 2026876$376.9K0.2%+91+11.6%AddedHolders
Q4 2025785$311.1K0.1%+10+1.3%AddedHolders
Q3 2025775$275.5K0.1%00.0%UnchangedHolders
Q2 2025775$236.2K0.1%00.0%UnchangedHolders
Q1 2025775$223.3K0.1%+775NewHolders
Q3 20240$00.0%−1,186−100.0%Sold outHolders
Q2 20241,186$255.0K0.1%00.0%UnchangedHolders
Q1 20241,186$244.0K0.1%00.0%UnchangedHolders
Q4 20231,186$226.7K0.1%00.0%UnchangedHolders
Q3 20231,186$203.3K0.1%00.0%UnchangedHolders
Q2 20231,186$211.4K0.1%00.0%UnchangedHolders
Q1 20231,186$217.3K0.1%00.0%UnchangedHolders
Q4 20221,186$201.2K0.2%+1,186NewHolders
Q2 20220$00.0%−1,413−100.0%Sold outHolders
Q1 20221,413$255.0K0.2%00.0%UnchangedHolders
Q4 20211,413$242.0K0.2%+1,413NewHolders