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Strategic Wealth Designers

SEC CIK
0001802365
Latest filing
Aug 4, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Strategic Wealth Designers, 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)
53,252
Value
$19.6M
% of portfolio
2.4%
Quarters held
21
Since Q1 2021
Holdings of GLD by Strategic Wealth Designers, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,252$19.6M2.4%+5,098+10.6%AddedHolders
Q1 202648,154$20.7M2.6%−1,653−3.3%ReducedHolders
Q4 202549,807$19.7M2.4%−35,986−41.9%ReducedHolders
Q3 202585,793$30.5M2.6%+82,775+2,742.7%AddedHolders
Q2 20253,018$920.0K1.3%+25+0.8%AddedHolders
Q1 20252,993$862.4K1.5%−91,992−96.8%ReducedHolders
Q4 202494,985$23.0M1.5%−1,767−1.8%ReducedHolders
Q3 202496,752$23.8M2.5%+4,615+5.0%AddedHolders
Q2 202492,137$19.9M2.5%–No prior filingHolders
Q1 2024––––Not filedHolders
Q4 202388,727$17.0M2.5%+4,048+4.8%AddedHolders
Q3 202384,679$14.5M2.6%+1,754+2.1%AddedHolders
Q2 202382,925$14.8M2.3%+5,687+7.4%AddedHolders
Q1 202377,238$14.2M2.6%+9,770+14.5%AddedHolders
Q4 202267,468$11.9M2.8%+10,488+18.4%AddedHolders
Q3 202256,980$8.81M2.5%+2,711+5.0%AddedHolders
Q2 202254,269$9.14M2.3%−8,439−13.5%ReducedHolders
Q1 202262,708$11.3M2.7%+7,763+14.1%AddedHolders
Q4 202154,945$9.39M2.4%+5,405+10.9%AddedHolders
Q3 202149,540$8.11M2.4%+8,140+19.7%AddedHolders
Q2 202141,400$6.86M2.4%+8,250+24.9%AddedHolders
Q1 202133,150$5.30M2.5%––Holders

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