Skip to main content

ZynergyRetirementPlanningLLC

SEC CIK
0002031137
Latest filing
Jul 17, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by ZynergyRetirementPlanningLLC, 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)
880
Value
$324.2K
% of portfolio
0.2%
Quarters held
9
Since Q2 2024
Holdings of GLD by ZynergyRetirementPlanningLLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026880$324.2K0.2%−9−1.0%ReducedHolders
Q1 2026889$382.5K0.2%−28−3.1%ReducedHolders
Q4 2025917$363.4K0.2%−44−4.6%ReducedHolders
Q3 2025961$341.6K0.2%−31−3.1%ReducedHolders
Q2 2025992$302.4K0.2%−738−42.7%ReducedHolders
Q1 20251,730$418.9K0.3%−383−18.1%ReducedHolders
Q4 20242,113$513.6K0.4%00.0%UnchangedHolders
Q3 20242,113$513.6K0.4%+307+17.0%AddedHolders
Q2 20241,806$388.3K0.3%–No prior filingHolders