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Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Forza 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)
2,510
Value
$924.6K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of GLD by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,510$924.6K0.3%00.0%UnchangedHolders
Q1 20262,510$1.08M0.4%00.0%UnchangedHolders
Q4 20252,510$994.7K0.4%00.0%UnchangedHolders
Q3 20252,510$892.2K0.3%00.0%UnchangedHolders
Q2 20252,510$765.1K0.3%00.0%UnchangedHolders
Q1 20252,510$723.2K0.3%+14+0.6%AddedHolders
Q4 20242,496$604.4K0.3%00.0%UnchangedHolders
Q3 20242,496$606.7K0.3%00.0%UnchangedHolders
Q2 20242,496$536.7K0.3%+1,275+104.4%AddedHolders
Q1 20241,221$251.2K0.1%00.0%UnchangedHolders
Q4 20231,221$233.4K0.1%00.0%UnchangedHolders
Q3 20231,221$209.3K0.1%00.0%UnchangedHolders
Q2 20231,221$217.7K0.1%00.0%UnchangedHolders
Q1 20231,221$223.7K0.1%00.0%UnchangedHolders
Q4 20221,221$207.1K0.1%–No prior filingHolders