Baron Financial Group, LLC

SEC CIK: 0001832093
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

GLD holding history

SPDR Gold Trust in every 13F filed by Baron Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overview All 13F holders of GLD Full Q2 2026 holdings

Shares (Q2 2026): 15,992
Value: $5.89M
% of portfolio: 2.8%
Quarters held: 22; Since Q1 2021

Holdings of GLD by Baron Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,992	$5.89M	2.8%	−290−1.8%	Reduced	Holders
Q1 2026	16,282	$7.01M	3.8%	−1,447−8.2%	Reduced	Holders
Q4 2025	17,729	$7.03M	3.8%	−1,638−8.5%	Reduced	Holders
Q3 2025	19,367	$6.88M	3.8%	−1,364−6.6%	Reduced	Holders
Q2 2025	20,731	$6.32M	3.7%	−1,642−7.3%	Reduced	Holders
Q1 2025	22,373	$6.45M	4.1%	−362−1.6%	Reduced	Holders
Q4 2024	22,735	$5.50M	3.4%	−362−1.6%	Reduced	Holders
Q3 2024	23,097	$5.61M	3.4%	−813−3.4%	Reduced	Holders
Q2 2024	23,910	$5.14M	3.3%	−1,180−4.7%	Reduced	Holders
Q1 2024	25,090	$5.16M	3.2%	+160+0.6%	Added	Holders
Q4 2023	24,930	$4.77M	3.0%	−410−1.6%	Reduced	Holders
Q3 2023	25,340	$4.34M	2.8%	+65+0.3%	Added	Holders
Q2 2023	25,275	$4.51M	2.8%	−725−2.8%	Reduced	Holders
Q1 2023	26,000	$4.76M	3.0%	−705−2.6%	Reduced	Holders
Q4 2022	26,705	$4.53M	3.0%	−1,250−4.5%	Reduced	Holders
Q3 2022	27,955	$4.32M	2.9%	−405−1.4%	Reduced	Holders
Q2 2022	28,360	$4.78M	3.2%	−1,075−3.7%	Reduced	Holders
Q1 2022	29,435	$5.32M	3.1%	−440−1.5%	Reduced	Holders
Q4 2021	29,875	$5.11M	2.9%	+820+2.8%	Added	Holders
Q3 2021	29,055	$4.77M	2.9%	+964+3.4%	Added	Holders
Q2 2021	28,091	$4.65M	2.9%	+975+3.6%	Added	Holders
Q1 2021	27,116	$4.34M	3.0%	–	–	Holders

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