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WorthPointe, LLC

SEC CIK
0001921448
Latest filing
Jul 31, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by WorthPointe, 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)
6,320
Value
$2.33M
% of portfolio
0.6%
Quarters held
14
Since Q1 2022
Holdings of GLD by WorthPointe, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,320$2.33M0.6%−1,432−18.5%ReducedHolders
Q1 20267,752$3.34M0.9%+1,454+23.1%AddedHolders
Q4 20256,298$2.50M0.7%+349+5.9%AddedHolders
Q3 20255,949$2.11M0.8%−4,390−42.5%ReducedHolders
Q2 202510,339$3.15M1.3%+3,245+45.7%AddedHolders
Q1 20257,094$2.04M0.9%−2,903−29.0%ReducedHolders
Q4 20249,997$2.42M1.0%+3,846+62.5%AddedHolders
Q3 20246,151$1.50M0.6%00.0%UnchangedHolders
Q2 20246,151$1.32M0.6%+6,151NewHolders
Q2 20230$00.0%−2,817−100.0%Sold outHolders
Q1 20232,817$516.1K0.3%−3,876−57.9%ReducedHolders
Q4 20226,693$1.14M0.8%−578−7.9%ReducedHolders
Q3 20227,271$1.13M0.9%−1,082−13.0%ReducedHolders
Q2 20228,353$1.41M1.2%+1,109+15.3%AddedHolders
Q1 20227,244$1.31M1.1%+7,244NewHolders