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MinichMacGregor Wealth Management, LLC

SEC CIK
0001744318
Latest filing
Jul 16, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by MinichMacGregor Wealth Management, 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)
89,631
Value
$33.0M
% of portfolio
5.0%
Quarters held
15
Since Q4 2022
Holdings of GLD by MinichMacGregor Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202689,631$33.0M5.0%+7,719+9.4%AddedHolders
Q1 202681,912$35.2M6.2%−15,186−15.6%ReducedHolders
Q4 202597,098$38.5M7.0%−5,137−5.0%ReducedHolders
Q3 2025102,235$36.3M7.1%+29,443+40.4%AddedHolders
Q2 202572,792$22.2M4.7%+58,764+418.9%AddedHolders
Q1 202514,028$4.04M0.9%+281+2.0%AddedHolders
Q4 202413,747$3.33M0.7%+768+5.9%AddedHolders
Q3 202412,979$3.15M0.7%−129−1.0%ReducedHolders
Q2 202413,108$2.82M0.7%+858+7.0%AddedHolders
Q1 202412,250$2.55M0.6%−123,586−91.0%ReducedHolders
Q4 2023135,836$26.0M7.5%+24,379+21.9%AddedHolders
Q3 2023111,457$19.1M6.3%+10,342+10.2%AddedHolders
Q2 2023101,115$18.0M5.6%+7,181+7.6%AddedHolders
Q1 202393,934$17.2M5.7%+47,622+102.8%AddedHolders
Q4 202246,312$7.86M2.8%+46,312NewHolders