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BKM Wealth Management, LLC

SEC CIK
0002007263
Latest filing
Jul 29, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by BKM 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)
5,590
Value
$2.06M
% of portfolio
0.7%
Quarters held
11
Since Q4 2023
Holdings of GLD by BKM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,590$2.06M0.7%−822−12.8%ReducedHolders
Q1 20266,412$2.76M1.0%−150−2.3%ReducedHolders
Q4 20256,562$2.60M1.0%+137+2.1%AddedHolders
Q3 20256,425$2.28M0.8%−11−0.2%ReducedHolders
Q2 20256,436$1.96M0.8%+73+1.1%AddedHolders
Q1 20256,363$1.83M0.8%+525+9.0%AddedHolders
Q4 20245,838$1.41M0.6%+327+5.9%AddedHolders
Q3 20245,511$1.34M0.5%−224−3.9%ReducedHolders
Q2 20245,735$1.23M0.6%−204−3.4%ReducedHolders
Q1 20245,939$1.22M0.5%−90−1.5%ReducedHolders
Q4 20236,029$1.15M0.5%–No prior filingHolders