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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Advisor OS, 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)
3,954
Value
$1.46M
% of portfolio
0.1%
Quarters held
11
Since Q1 2021
Holdings of GLD by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,954$1.46M0.1%−316−7.4%ReducedHolders
Q1 20264,270$1.84M0.1%+248+6.2%AddedHolders
Q4 20254,022$1.59M0.1%+312+8.4%AddedHolders
Q3 20253,710$1.32M0.1%−52−1.4%ReducedHolders
Q2 20253,762$1.15M0.1%+1,078+40.2%AddedHolders
Q1 20252,684$773.4K0.1%+2,684NewHolders
Q3 20240$00.0%−1,009−100.0%Sold outHolders
Q2 20241,009$216.9K<0.1%+1,009NewHolders
Q1 20220$00.0%−4,950−100.0%Sold outHolders
Q4 20214,950$847.0K0.2%−6,749−57.7%ReducedHolders
Q3 202111,699$1.92M0.4%−1,115−8.7%ReducedHolders
Q2 202112,814$2.12M0.4%−1,598−11.1%ReducedHolders
Q1 202114,412$2.31M0.5%––Holders

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