Skip to main content

Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Naviter Wealth, 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)
1,388
Value
$511.3K
% of portfolio
<0.1%
Quarters held
4
Since Q4 2021
Holdings of GLD by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,388$511.3K<0.1%+1,388NewHolders
Q3 20220$00.0%−1,200−100.0%Sold outHolders
Q2 20221,200$202.0K0.1%00.0%UnchangedHolders
Q1 20221,200$217.0K0.1%−3,310−73.4%ReducedHolders
Q4 20214,510$771.0K0.2%–No prior filingHolders