Portside Wealth Group, LLC

SEC CIK: 0001978608
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

GLD holding history

SPDR Gold Trust in every 13F filed by Portside Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overview All 13F holders of GLD Full Q2 2026 holdings

Shares (Q2 2026): 1,105
Value: $407.1K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of GLD by Portside Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,105	$407.1K	<0.1%	+108+10.8%	Added	Holders
Q1 2026	997	$429.0K	0.1%	+341+52.0%	Added	Holders
Q4 2025	656	$260.0K	<0.1%	+74+12.7%	Added	Holders
Q3 2025	582	$206.9K	<0.1%	+582	New	Holders