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Crown Wealth Group, LLC

SEC CIK
0001845698
Latest filing
Jul 21, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Crown 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)
1,190
Value
$438.4K
% of portfolio
0.1%
Quarters held
5
Since Q1 2022
Holdings of GLD by Crown Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,190$438.4K0.1%+302+34.0%AddedHolders
Q1 2026888$382.1K0.1%+310+53.6%AddedHolders
Q4 2025578$229.1K0.1%+578NewHolders
Q3 20220$00.0%−5,133−100.0%Sold outHolders
Q2 20225,133$865.0K0.8%+1,011+24.5%AddedHolders
Q1 20224,122$745.0K0.5%+4,122NewHolders