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Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Core Wealth Advisors, Inc., 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)
861
Value
$317.2K
% of portfolio
0.1%
Quarters held
15
Since Q3 2021
Holdings of GLD by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026861$317.2K0.1%+1+0.1%AddedHolders
Q1 2026860$370.0K0.1%00.0%UnchangedHolders
Q4 2025860$340.8K0.1%−176−17.0%ReducedHolders
Q3 20251,036$368.3K0.1%+1,036NewHolders
Q2 20240$00.0%−62−100.0%Sold outHolders
Q1 202462$12.8K<0.1%00.0%UnchangedHolders
Q4 202362$11.9K<0.1%00.0%UnchangedHolders
Q3 202362$10.6K<0.1%00.0%UnchangedHolders
Q2 202362$11.1K<0.1%00.0%UnchangedHolders
Q1 202362$11.4K<0.1%00.0%UnchangedHolders
Q4 202262$10.5K<0.1%00.0%UnchangedHolders
Q3 202262$10.0K<0.1%00.0%UnchangedHolders
Q2 202262$10.0K<0.1%00.0%UnchangedHolders
Q1 202262$11.0K<0.1%00.0%UnchangedHolders
Q4 202162$11.0K<0.1%00.0%UnchangedHolders
Q3 202162$10.0K<0.1%+62NewHolders