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Livermore
Livermore
ZHEN

Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Octavia 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)
2,047
Value
$754.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of GLD by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,047$754.1K0.1%−91−4.3%ReducedHolders
Q1 20262,138$920.0K0.1%−792−27.0%ReducedHolders
Q4 20252,930$1.16M0.1%−602−17.0%ReducedHolders
Q3 20253,532$1.26M0.1%+136+4.0%AddedHolders
Q2 20253,396$1.04M0.1%+121+3.7%AddedHolders
Q1 20253,275$943.7K0.1%+957+41.3%AddedHolders
Q4 20242,318$561.3K0.1%+262+12.7%AddedHolders
Q3 20242,056$499.7K0.1%−301−12.8%ReducedHolders
Q2 20242,357$506.8K0.1%−1,200−33.7%ReducedHolders
Q1 20243,557$731.7K0.1%+81+2.3%AddedHolders
Q4 20233,476$664.5K0.1%−283−7.5%ReducedHolders
Q3 20233,759$644.5K0.1%+100+2.7%AddedHolders
Q2 20233,659$652.3K0.1%+64+1.8%AddedHolders
Q1 20233,595$658.7K0.1%00.0%UnchangedHolders
Q4 20223,595$609.9K0.2%+354+10.9%AddedHolders
Q3 20223,241$501.0K0.1%−3−0.1%ReducedHolders
Q2 20223,244$545.0K0.1%00.0%UnchangedHolders
Q1 20223,244$586.0K0.1%+859+36.0%AddedHolders
Q4 20212,385$408.0K0.1%+195+8.9%AddedHolders
Q3 20212,190$359.0K0.1%+892+68.7%AddedHolders
Q2 20211,298$215.0K0.1%−788−37.8%ReducedHolders
Q1 20212,086$334.0K0.1%––Holders

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