Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by EverSource 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)
14,350
Value
$5.29M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of GLD by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,350$5.29M0.2%−1,655−10.3%ReducedHolders
Q1 202616,005$6.89M0.2%+5,821+57.2%AddedHolders
Q4 202510,184$4.04M0.1%+307+3.1%AddedHolders
Q3 20259,877$3.51M0.1%−310−3.0%ReducedHolders
Q2 202510,187$3.11M0.1%+986+10.7%AddedHolders
Q1 20259,201$2.65M0.1%−581−5.9%ReducedHolders
Q4 20249,782$2.37M0.1%+1,061+12.2%AddedHolders
Q3 20248,721$2.12M0.1%−14−0.2%ReducedHolders
Q2 20248,735$1.98M0.1%+1,240+16.5%AddedHolders
Q1 20247,495$1.59M0.1%−550−6.8%ReducedHolders
Q4 20238,045$1.54M0.1%−38,756−82.8%ReducedHolders
Q3 202346,801$8.02M0.9%+1,900+4.2%AddedHolders
Q2 202344,901$8.00M0.9%+3,977+9.7%AddedHolders
Q1 202340,924$7.50M0.9%+38,336+1,481.3%AddedHolders
Q4 20222,588$439.0K0.1%+1,785+222.3%AddedHolders
Q3 2022803$124.0K<0.1%−1,870−70.0%ReducedHolders
Q2 20222,673$450.0K0.1%00.0%UnchangedHolders
Q1 20222,673$483.0K0.1%−31−1.1%ReducedHolders
Q4 20212,704$462.0K0.1%–No prior filingHolders