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Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Blue Zone Wealth Advisors, 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)
1,553
Value
$572.1K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of GLD by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,553$572.1K0.1%+28+1.8%AddedHolders
Q1 20261,525$656.2K0.1%00.0%UnchangedHolders
Q4 20251,525$604.4K0.1%00.0%UnchangedHolders
Q3 20251,525$542.1K0.1%+120+8.5%AddedHolders
Q2 20251,405$428.3K0.1%−50−3.4%ReducedHolders
Q1 20251,455$419.2K0.1%−60−4.0%ReducedHolders
Q4 20241,515$366.8K0.1%00.0%UnchangedHolders
Q3 20241,515$368.2K0.1%−130−7.9%ReducedHolders
Q2 20241,645$353.7K0.1%+1,645NewHolders