MBL Wealth, LLC

SEC CIK: 0001845785
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

GLD holding history

SPDR Gold Trust in every 13F filed by MBL Wealth, 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): 9,089
Value: $3.35M
% of portfolio: 0.2%
Quarters held: 20; Since Q1 2021

Holdings of GLD by MBL Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,089	$3.35M	0.2%	−1,252−12.1%	Reduced	Holders
Q1 2026	10,341	$4.45M	0.3%	−305−2.9%	Reduced	Holders
Q4 2025	10,646	$4.22M	0.3%	−257−2.4%	Reduced	Holders
Q3 2025	10,903	$3.88M	0.3%	+307+2.9%	Added	Holders
Q2 2025	10,596	$3.23M	0.3%	−345−3.2%	Reduced	Holders
Q1 2025	10,941	$3.15M	0.3%	−300−2.7%	Reduced	Holders
Q4 2024	11,241	$2.72M	0.3%	−450−3.8%	Reduced	Holders
Q3 2024	11,691	$2.84M	0.3%	−180−1.5%	Reduced	Holders
Q2 2024	11,871	$2.55M	0.3%	+51+0.4%	Added	Holders
Q1 2024	11,820	$2.43M	0.3%	+1,475+14.3%	Added	Holders
Q4 2023	10,345	$1.98M	0.2%	−120−1.1%	Reduced	Holders
Q3 2023	10,465	$1.79M	0.3%	+934+9.8%	Added	Holders
Q2 2023	9,531	$1.70M	0.2%	−95−1.0%	Reduced	Holders
Q1 2023	9,626	$1.76M	0.3%	−295−3.0%	Reduced	Holders
Q4 2022	9,921	$1.68M	0.3%	−1,135−10.3%	Reduced	Holders
Q3 2022	11,056	$1.71M	0.4%	−40−0.4%	Reduced	Holders
Q2 2022	11,096	$1.87M	0.5%	−535−4.6%	Reduced	Holders
Q1 2022	11,631	$2.10M	0.5%	–	No prior filing	Holders
Q4 2021	–	–	–	–	Not filed	Holders
Q3 2021	13,044	$2.14M	0.7%	–	No prior filing	Holders
Q2 2021	–	–	–	–	Not filed	Holders
Q1 2021	18,289	$2.93M	1.0%	–	–	Holders

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