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MGB Wealth Management, LLC

SEC CIK
0002015822
Latest filing
Feb 17, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by MGB 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 Q4 2025 holdings

Shares (Q4 2025)
13,973
Value
$5.54M
% of portfolio
1.6%
Quarters held
9
Since Q4 2023
Holdings of GLD by MGB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202513,973$5.54M1.6%+490+3.6%AddedHolders
Q3 202513,483$4.79M1.4%−150−1.1%ReducedHolders
Q2 202513,633$4.15M1.4%+3,423+33.5%AddedHolders
Q1 202510,210$2.94M1.1%+782+8.3%AddedHolders
Q4 20249,428$2.28M0.7%+2,618+38.4%AddedHolders
Q3 20246,810$1.66M0.6%−72−1.0%ReducedHolders
Q2 20246,882$1.54M0.6%+1,675+32.2%AddedHolders
Q1 20245,207$1.07M0.4%+1,103+26.9%AddedHolders
Q4 20234,104$784.8K0.4%–No prior filingHolders