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Sage Private Wealth Group, LLC

SEC CIK
0001845635
Latest filing
Aug 6, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Sage Private Wealth Group, 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)
3,070
Value
$1.13M
% of portfolio
0.5%
Quarters held
11
Since Q3 2022
Holdings of GLD by Sage Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,070$1.13M0.5%00.0%UnchangedHolders
Q1 20263,070$1.32M0.7%00.0%UnchangedHolders
Q4 20253,070$1.22M0.7%00.0%UnchangedHolders
Q3 20253,070$1.09M0.6%00.0%UnchangedHolders
Q2 20253,070$935.8K0.6%00.0%UnchangedHolders
Q1 20253,070$884.6K0.7%00.0%UnchangedHolders
Q4 20243,070$743.3K0.6%00.0%UnchangedHolders
Q3 20243,070$746.2K0.6%00.0%UnchangedHolders
Q2 20243,070$660.1K0.6%00.0%UnchangedHolders
Q1 20243,070$631.6K0.5%+3,070NewHolders
Q4 20220$00.0%−100−100.0%Sold outHolders
Q3 2022100$15.0K<0.1%+100NewHolders