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Worth Financial Advisory Group, LLC

SEC CIK
0001964358
Latest filing
Jul 30, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Worth Financial Advisory Group, 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)
968
Value
$356.6K
% of portfolio
0.1%
Quarters held
7
Since Q1 2024
Holdings of GLD by Worth Financial Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026968$356.6K0.1%+968NewHolders
Q1 20260$00.0%−965−100.0%Sold outHolders
Q4 2025965$382.4K0.2%+965NewHolders
Q2 20250$00.0%−953−100.0%Sold outHolders
Q1 2025953$274.6K0.2%−206−17.8%ReducedHolders
Q4 20241,159$280.6K0.2%−333−22.3%ReducedHolders
Q3 20241,492$362.6K0.2%−6−0.4%ReducedHolders
Q2 20241,498$322.1K0.2%+175+13.2%AddedHolders
Q1 20241,323$272.2K0.2%+1,323NewHolders