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CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by CM 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)
1,629
Value
$600.1K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of GLD by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,629$600.1K0.1%00.0%UnchangedHolders
Q1 20261,629$700.9K0.1%+305+23.0%AddedHolders
Q4 20251,324$524.7K0.1%−305−18.7%ReducedHolders
Q3 20251,629$579.1K0.2%+1,629NewHolders