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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Amplius 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)
7,773
Value
$2.86M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of GLD by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,773$2.86M0.2%+122+1.6%AddedHolders
Q1 20267,651$3.29M0.3%−79−1.0%ReducedHolders
Q4 20257,730$3.06M0.3%−853−9.9%ReducedHolders
Q3 20258,583$3.05M0.3%−38−0.4%ReducedHolders
Q2 20258,621$2.63M0.2%−377−4.2%ReducedHolders
Q1 20258,998$2.59M0.3%−290−3.1%ReducedHolders
Q4 20249,288$2.25M0.2%+35+0.4%AddedHolders
Q3 20249,253$2.25M0.2%−153−1.6%ReducedHolders
Q2 20249,406$2.02M0.2%−1,614−14.6%ReducedHolders
Q1 202411,020$2.27M0.3%−538−4.7%ReducedHolders
Q4 202311,558$2.21M0.3%−1,311−10.2%ReducedHolders
Q3 202312,869$2.21M0.3%−962−7.0%ReducedHolders
Q2 202313,831$2.47M0.3%−385−2.7%ReducedHolders
Q1 202314,216$2.60M0.4%−4,808−25.3%ReducedHolders
Q4 202219,024$3.23M0.5%−6,499−25.5%ReducedHolders
Q3 202225,523$3.95M0.7%−3,819−13.0%ReducedHolders
Q2 202229,342$4.94M0.8%−3,678−11.1%ReducedHolders
Q1 202233,020$5.96M0.9%−1,623−4.7%ReducedHolders
Q4 202134,643$5.92M0.8%–No prior filingHolders