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Aprio Wealth Management, LLC

SEC CIK
0001803519
Latest filing
Jul 24, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Aprio 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)
6,544
Value
$2.41M
% of portfolio
0.1%
Quarters held
15
Since Q2 2021
Holdings of GLD by Aprio Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,544$2.41M0.1%+166+2.6%AddedHolders
Q1 20266,378$2.74M0.1%−260−3.9%ReducedHolders
Q4 20256,638$2.63M0.2%+731+12.4%AddedHolders
Q3 20255,907$2.10M0.2%−3−0.1%ReducedHolders
Q2 20255,910$1.80M0.2%−216−3.5%ReducedHolders
Q1 20256,126$1.77M0.2%−84−1.4%ReducedHolders
Q4 20246,210$1.50M0.2%+206+3.4%AddedHolders
Q3 20246,004$1.46M0.2%−25−0.4%ReducedHolders
Q2 20246,029$1.30M0.2%−204−3.3%ReducedHolders
Q1 20246,233$1.28M0.3%+6,233NewHolders
Q3 20220$00.0%−1,908−100.0%Sold outHolders
Q2 20221,908$321.0K0.1%−21,084−91.7%ReducedHolders
Q1 202222,992$4.15M1.6%+14,969+186.6%AddedHolders
Q4 20218,023$1.37M0.6%−2,303−22.3%ReducedHolders
Q3 202110,326$1.70M0.8%−395−3.7%ReducedHolders
Q2 202110,721$1.78M0.8%–No prior filingHolders