Evergreen Wealth Solutions, LLC

SEC CIK: 0001904432
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

GLD holding history

SPDR Gold Trust in every 13F filed by Evergreen Wealth Solutions, 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): 1,747
Value: $696.9K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of GLD by Evergreen Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,747	$696.9K	<0.1%	+331+23.4%	Added	Holders
Q1 2026	1,416	$609.3K	<0.1%	+900+174.4%	Added	Holders
Q4 2025	516	$204.5K	<0.1%	+516	New	Holders