Icon Wealth Partners, LLC

SEC CIK: 0001718732
Latest filing: Nov 14, 2023

SEC filings (opens in a new tab)

GLD holding history

SPDR Gold Trust in every 13F filed by Icon Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overview All 13F holders of GLD Full Q3 2023 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of GLD by Icon Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−588−100.0%	Sold out	Holders
Q2 2023	588	$104.8K	<0.1%	−35−5.6%	Reduced	Holders
Q1 2023	623	$114.1K	<0.1%	–	No prior filing	Holders