Skip to main content

LifePlan Financial, LLC

SEC CIK
0001739485
Latest filing
Jul 21, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by LifePlan Financial, 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)
613
Value
$225.8K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of GLD by LifePlan Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026613$225.8K0.2%00.0%UnchangedHolders
Q1 2026613$263.8K0.2%00.0%UnchangedHolders
Q4 2025613$242.9K0.2%00.0%UnchangedHolders
Q3 2025613$217.9K0.2%+613NewHolders