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Livermore
Livermore
ZHEN

Vertex Planning Partners, LLC

SEC CIK
0001942341
Latest filing
Aug 14, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Vertex Planning Partners, 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)
3,065
Value
$1.13M
% of portfolio
0.2%
Quarters held
14
Since Q1 2023
Holdings of GLD by Vertex Planning Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,065$1.13M0.2%−72−2.3%ReducedHolders
Q1 20263,137$1.35M0.3%+71+2.3%AddedHolders
Q4 20253,066$1.22M0.3%00.0%UnchangedHolders
Q3 20253,066$1.09M0.2%+355+13.1%AddedHolders
Q2 20252,711$826.4K0.2%−192−6.6%ReducedHolders
Q1 20252,903$836.5K0.2%+106+3.8%AddedHolders
Q4 20242,797$677.2K0.1%+222+8.6%AddedHolders
Q3 20242,575$625.9K0.1%+320+14.2%AddedHolders
Q2 20242,255$484.8K0.1%+235+11.6%AddedHolders
Q1 20242,020$415.6K0.1%00.0%UnchangedHolders
Q4 20232,020$386.2K0.1%+55+2.8%AddedHolders
Q3 20231,965$336.9K0.1%00.0%UnchangedHolders
Q2 20231,965$350.3K0.1%+566+40.5%AddedHolders
Q1 20231,399$256.3K0.1%+1,399NewHolders