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Horizon Wealth Management, LLC

SEC CIK
0001815123
Latest filing
Aug 6, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Horizon 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)
65,929
Value
$24.3M
% of portfolio
3.1%
Quarters held
10
Since Q1 2022
Holdings of GLD by Horizon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202665,929$24.3M3.1%+1,295+2.0%AddedHolders
Q1 202664,634$27.8M4.1%+20,186+45.4%AddedHolders
Q4 202544,448$17.6M2.7%−828−1.8%ReducedHolders
Q3 202545,276$16.1M2.4%−881−1.9%ReducedHolders
Q2 202546,157$14.1M2.5%−36,483−44.1%ReducedHolders
Q1 202582,640$23.8M4.0%+31,514+61.6%AddedHolders
Q4 202451,126$12.4M2.2%+51,126NewHolders
Q4 20220$00.0%−1,545−100.0%Sold outHolders
Q3 20221,545$239.0K0.2%−62,723−97.6%ReducedHolders
Q2 202264,268$10.8M4.5%+4,524+7.6%AddedHolders
Q1 202259,744$10.8M3.4%+59,744NewHolders