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HB Wealth Management, LLC

SEC CIK
0001911253
Latest filing
Jul 29, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by HB 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)
79,173
Value
$29.2M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of GLD by HB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202679,173$29.2M0.2%+10,512+15.3%AddedHolders
Q1 202668,661$29.5M0.2%+1,331+2.0%AddedHolders
Q4 202567,330$26.7M0.2%+1,148+1.7%AddedHolders
Q3 202566,182$23.5M0.2%+9,954+17.7%AddedHolders
Q2 202556,228$17.1M0.1%−18,859−25.1%ReducedHolders
Q1 202575,087$21.6M0.2%+24,273+47.8%AddedHolders
Q4 202450,814$12.3M0.1%+2,492+5.2%AddedHolders
Q3 202448,322$11.7M0.1%−1,291−2.6%ReducedHolders
Q2 202449,613$10.7M0.1%−6,729−11.9%ReducedHolders
Q1 202456,342$11.6M0.1%+36,161+179.2%AddedHolders
Q4 202320,181$3.86M0.1%−734−3.5%ReducedHolders
Q3 202320,915$3.59M0.1%+369+1.8%AddedHolders
Q2 202320,546$3.66M0.1%+2,774+15.6%AddedHolders
Q1 202317,772$3.26M0.1%−398−2.2%ReducedHolders
Q4 202218,170$3.08M0.1%+3,080+20.4%AddedHolders
Q3 202215,090$2.33M<0.1%+95+0.6%AddedHolders
Q2 202214,995$2.53M0.1%−785−5.0%ReducedHolders
Q1 202215,780$2.85M0.1%+2,605+19.8%AddedHolders
Q4 202113,175$2.25M<0.1%–No prior filingHolders