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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Simplicity 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)
5,666
Value
$2.09M
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of GLD by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,666$2.09M0.1%+2,247+65.7%AddedHolders
Q1 20263,419$1.47M0.1%−499−12.7%ReducedHolders
Q4 20253,918$1.55M0.1%−5,225−57.1%ReducedHolders
Q3 20259,143$3.25M0.2%−2,028−18.2%ReducedHolders
Q2 202511,171$3.41M0.1%+2,027+22.2%AddedHolders
Q1 20259,144$2.63M0.2%+6,021+192.8%AddedHolders
Q4 20243,123$756.2K0.2%−4,149−57.1%ReducedHolders
Q3 20247,272$1.77M0.2%−117,183−94.2%ReducedHolders
Q2 2024124,455$26.8M0.6%+2,566+2.1%AddedHolders
Q1 2024121,889$25.1M0.6%+117,604+2,744.6%AddedHolders
Q4 20234,285$819.2K0.3%+968+29.2%AddedHolders
Q3 20233,317$568.7K0.3%+219+7.1%AddedHolders
Q2 20233,098$552.3K0.3%+1,005+48.0%AddedHolders
Q1 20232,093$383.5K0.3%+2,093NewHolders