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Benchmark Financial Wealth Advisors, LLC

SEC CIK
0001757706
Latest filing
Jul 17, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Benchmark Financial Wealth Advisors, 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)
5,439
Value
$2.00M
% of portfolio
0.5%
Quarters held
16
Since Q1 2022
Holdings of GLD by Benchmark Financial Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,439$2.00M0.5%+307+6.0%AddedHolders
Q1 20265,132$2.21M0.6%+3,605+236.1%AddedHolders
Q4 20251,527$605.2K0.2%+291+23.5%AddedHolders
Q3 20251,236$439.4K0.1%+22+1.8%AddedHolders
Q2 20251,214$370.1K0.1%00.0%UnchangedHolders
Q1 20251,214$349.8K0.1%00.0%UnchangedHolders
Q4 20241,214$293.9K0.1%−40−3.2%ReducedHolders
Q3 20241,254$304.8K0.1%−115−8.4%ReducedHolders
Q2 20241,369$294.3K0.1%+53+4.0%AddedHolders
Q1 20241,316$270.7K0.1%+2+0.2%AddedHolders
Q4 20231,314$251.2K0.1%00.0%UnchangedHolders
Q3 20231,314$225.3K0.1%00.0%UnchangedHolders
Q2 20231,314$234.2K0.1%00.0%UnchangedHolders
Q1 20231,314$240.8K0.1%00.0%UnchangedHolders
Q4 20221,314$222.9K0.1%+1,314NewHolders
Q2 20220$00.0%−1,164−100.0%Sold outHolders
Q1 20221,164$210.0K0.1%+1,164NewHolders