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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Bogart Wealth, 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)
5,123
Value
$1.89M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of GLD by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,123$1.89M0.1%−124−2.4%ReducedHolders
Q1 20265,247$2.26M0.1%−1,239−19.1%ReducedHolders
Q4 20256,486$2.57M0.1%+335+5.4%AddedHolders
Q3 20256,151$2.19M0.1%+722+13.3%AddedHolders
Q2 20255,429$1.65M0.1%+27+0.5%AddedHolders
Q1 20255,402$1.56M0.1%+914+20.4%AddedHolders
Q4 20244,488$1.09M0.1%−37−0.8%ReducedHolders
Q3 20244,525$1.10M0.1%00.0%UnchangedHolders
Q2 20244,525$972.9K<0.1%00.0%UnchangedHolders
Q1 20244,525$930.9K<0.1%+8+0.2%AddedHolders
Q4 20234,517$863.5K<0.1%−11−0.2%ReducedHolders
Q3 20234,528$776.3K<0.1%00.0%UnchangedHolders
Q2 20234,528$807.2K0.1%+878+24.1%AddedHolders
Q1 20233,650$668.8K<0.1%00.0%UnchangedHolders
Q4 20223,650$619.2K<0.1%−150−3.9%ReducedHolders
Q3 20223,800$588.0K<0.1%+150+4.1%AddedHolders
Q2 20223,650$615.0K0.1%+42+1.2%AddedHolders
Q1 20223,608$652.0K0.1%−936−20.6%ReducedHolders
Q4 20214,544$777.0K0.1%+654+16.8%AddedHolders
Q3 20213,890$639.0K0.1%−3,807−49.5%ReducedHolders
Q2 20217,697$1.27M0.1%+6,981+975.0%AddedHolders
Q1 2021716$115.0K<0.1%––Holders

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