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MB Generational Wealth, LLC

SEC CIK
0002009056
Latest filing
Jul 31, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by MB Generational Wealth, 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)
1,086
Value
$400.1K
% of portfolio
0.2%
Quarters held
5
Since Q1 2025
Holdings of GLD by MB Generational Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,086$400.1K0.2%+77+7.6%AddedHolders
Q1 20261,009$434.2K0.2%−186−15.6%ReducedHolders
Q4 20251,195$473.6K0.3%+51+4.5%AddedHolders
Q3 20251,144$406.7K0.3%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 2025805$232.0K0.2%+805NewHolders