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Dopkins Wealth Management, LLC

SEC CIK
0001904152
Latest filing
Jul 14, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Dopkins Wealth Management, 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)
869
Value
$320.1K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of GLD by Dopkins Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026869$320.1K0.1%00.0%UnchangedHolders
Q1 2026869$373.9K0.2%−275−24.0%ReducedHolders
Q4 20251,144$453.4K0.2%00.0%UnchangedHolders
Q3 20251,144$406.7K0.2%00.0%UnchangedHolders
Q2 20251,144$348.7K0.2%00.0%UnchangedHolders
Q1 20251,144$329.6K0.2%+1,144NewHolders