Skip to main content
Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Liberty 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)
7,302
Value
$3.14M
% of portfolio
0.4%
Quarters held
20
Since Q1 2021
Holdings of GLD by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,302$3.14M0.4%00.0%UnchangedHolders
Q1 20267,302$3.14M0.4%+29+0.4%AddedHolders
Q4 20257,273$2.88M0.4%−823−10.2%ReducedHolders
Q3 20258,096$2.88M0.4%+6,570+430.5%AddedHolders
Q2 20251,526$465.1K0.1%+122+8.7%AddedHolders
Q1 20251,404$404.5K0.1%−133−8.7%ReducedHolders
Q4 20241,537$372.2K0.1%00.0%UnchangedHolders
Q3 20241,537$374.0K0.1%−2−0.1%ReducedHolders
Q2 20241,539$331.0K0.1%−42−2.7%ReducedHolders
Q1 20241,581$325.0K0.1%+1,456+1,164.8%AddedHolders
Q4 2023125$351.0K0.1%−1,653−93.0%ReducedHolders
Q3 20231,778$305.0K0.1%−11−0.6%ReducedHolders
Q2 20231,789$318.9K0.1%+65+3.8%AddedHolders
Q1 20231,724$315.9K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20221,499$231.0K0.1%−185−11.0%ReducedHolders
Q2 20221,684$283.0K0.1%+529+45.8%AddedHolders
Q1 20221,155$208.0K0.1%+1,155NewHolders
Q4 20210$00.0%−891−100.0%Sold outHolders
Q3 2021891$147.0K0.1%+53+6.3%AddedHolders
Q2 2021838$139.0K0.1%−50−5.6%ReducedHolders
Q1 2021888$154.0K0.1%––Holders

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