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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Measured Wealth Private Client Group, 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)
49,217
Value
$18.1M
% of portfolio
4.4%
Quarters held
20
Since Q3 2021
Holdings of GLD by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202649,217$18.1M4.4%−11,215−18.6%ReducedHolders
Q1 202660,432$26.0M7.1%−4,710−7.2%ReducedHolders
Q4 202565,142$25.8M6.8%−448−0.7%ReducedHolders
Q3 202565,590$23.3M6.3%+1,266+2.0%AddedHolders
Q2 202564,324$19.6M5.9%−1,916−2.9%ReducedHolders
Q1 202566,240$19.1M6.1%+1,566+2.4%AddedHolders
Q4 202464,674$15.7M5.1%+3,356+5.5%AddedHolders
Q3 202461,318$14.9M5.0%+12,622+25.9%AddedHolders
Q2 202448,696$10.5M3.7%+3,506+7.8%AddedHolders
Q1 202445,190$9.30M3.2%+2,629+6.2%AddedHolders
Q4 202342,561$8.14M3.0%+1,238+3.0%AddedHolders
Q3 202341,323$7.08M2.8%+517+1.3%AddedHolders
Q2 202340,806$7.27M2.8%+4,661+12.9%AddedHolders
Q1 202336,145$6.62M2.6%+1,391+4.0%AddedHolders
Q4 202234,754$5.90M2.4%−3,863−10.0%ReducedHolders
Q3 202238,617$5.97M2.6%−14,274−27.0%ReducedHolders
Q2 202252,891$8.91M3.9%+787+1.5%AddedHolders
Q1 202252,104$9.41M3.5%+14,516+38.6%AddedHolders
Q4 202137,588$6.43M2.3%+2,995+8.7%AddedHolders
Q3 202134,593$5.68M2.2%+34,593NewHolders