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Livermore
Livermore
ZHEN

Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Principle 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 overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
5,357
Value
$1.97M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of GLD by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,357$1.97M0.1%−43−0.8%ReducedHolders
Q1 20265,400$2.32M0.1%+959+21.6%AddedHolders
Q4 20254,441$1.76M0.1%+61+1.4%AddedHolders
Q3 20254,380$1.56M0.1%+1,660+61.0%AddedHolders
Q2 20252,720$829.2K0.1%+103+3.9%AddedHolders
Q1 20252,617$754.1K0.1%−81−3.0%ReducedHolders
Q4 20242,698$653.3K<0.1%+3+0.1%AddedHolders
Q3 20242,695$655.0K<0.1%−45−1.6%ReducedHolders
Q2 20242,740$589.1K<0.1%−690−20.1%ReducedHolders
Q1 20243,430$705.6K0.1%−369−9.7%ReducedHolders
Q4 20233,799$726.3K0.1%00.0%UnchangedHolders
Q3 20233,799$651.3K0.1%−112−2.9%ReducedHolders
Q2 20233,911$697.2K0.1%+47+1.2%AddedHolders
Q1 20233,864$708.0K0.1%−196−4.8%ReducedHolders
Q4 20224,060$688.8K0.1%−29−0.7%ReducedHolders
Q3 20224,089$632.0K0.1%−782−16.1%ReducedHolders
Q2 20224,871$821.0K0.1%00.0%UnchangedHolders
Q1 20224,871$880.0K0.1%−281−5.5%ReducedHolders
Q4 20215,152$881.0K0.1%−7,804−60.2%ReducedHolders
Q3 202112,956$2.13M0.2%−1,118−7.9%ReducedHolders
Q2 202114,074$2.33M0.3%−413−2.9%ReducedHolders
Q1 202114,487$2.32M0.3%––Holders

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