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Livermore
Livermore
ZHEN

Gratus Wealth Advisors, LLC

SEC CIK
0002022161
Latest filing
Jul 20, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Gratus Wealth Advisors, 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)
3,020
Value
$1.11M
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of GLD by Gratus Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,020$1.11M0.1%00.0%UnchangedHolders
Q1 20263,020$1.30M0.2%00.0%UnchangedHolders
Q4 20253,020$1.20M0.2%00.0%UnchangedHolders
Q3 20253,020$1.07M0.2%00.0%UnchangedHolders
Q2 20253,020$920.6K0.1%00.0%UnchangedHolders
Q1 20253,020$870.2K0.1%00.0%UnchangedHolders
Q4 20243,020$731.2K0.1%00.0%UnchangedHolders
Q3 20243,020$737.4K0.1%00.0%UnchangedHolders
Q2 20243,020$669.6K0.1%00.0%UnchangedHolders
Q1 20243,020$665.4K0.1%00.0%UnchangedHolders
Q4 20233,020$577.3K0.1%–No prior filingHolders