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Brown Wealth Management, LLC

SEC CIK
0001987005
Latest filing
Jul 20, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Brown 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2023
Holdings of GLD by Brown Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−516−100.0%Sold outHolders
Q1 2026516$222.0K0.1%+5+1.0%AddedHolders
Q4 2025511$202.5K0.1%+511NewHolders
Q4 20240$00.0%−1,203−100.0%Sold outHolders
Q3 20241,203$292.4K0.1%00.0%UnchangedHolders
Q2 20241,203$258.7K0.1%00.0%UnchangedHolders
Q1 20241,203$247.5K0.1%+115+10.6%AddedHolders
Q4 20231,088$208.0K0.1%+1,088NewHolders
Q3 20230$00.0%−1,173−100.0%Sold outHolders
Q2 20231,173$209.1K0.1%–No prior filingHolders