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Livermore
Livermore
ZHEN

Sound View Wealth Advisors Group, LLC

SEC CIK
0001784777
Latest filing
Aug 11, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Sound View Wealth Advisors Group, 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)
17,462
Value
$6.43M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of GLD by Sound View Wealth Advisors Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,462$6.43M0.4%−273−1.5%ReducedHolders
Q1 202617,735$7.63M0.5%+1,297+7.9%AddedHolders
Q4 202516,438$6.51M0.4%+112+0.7%AddedHolders
Q3 202516,326$5.80M0.4%+306+1.9%AddedHolders
Q2 202516,020$4.88M0.4%+1,003+6.7%AddedHolders
Q1 202515,017$4.33M0.4%+332+2.3%AddedHolders
Q4 202414,685$3.56M0.3%+2,032+16.1%AddedHolders
Q3 202412,653$3.08M0.3%+372+3.0%AddedHolders
Q2 202412,281$2.64M0.3%+376+3.2%AddedHolders
Q1 202411,905$2.45M0.3%−161−1.3%ReducedHolders
Q4 202312,066$2.31M0.3%−17−0.1%ReducedHolders
Q3 202312,083$2.07M0.3%+452+3.9%AddedHolders
Q2 202311,631$2.07M0.3%+709+6.5%AddedHolders
Q1 202310,922$2.00M0.3%−1,144−9.5%ReducedHolders
Q4 202212,066$2.31M0.3%+8,750+263.9%AddedHolders
Q3 20223,316$513.0K0.1%−300−8.3%ReducedHolders
Q2 20223,616$609.0K0.1%−27−0.7%ReducedHolders
Q1 20223,643$658.0K0.1%+377+11.5%AddedHolders
Q4 20213,266$558.0K0.1%+208+6.8%AddedHolders
Q3 20213,058$502.0K0.1%−579−15.9%ReducedHolders
Q2 20213,637$602.0K0.1%00.0%UnchangedHolders
Q1 20213,637$582.0K0.1%––Holders

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