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Wingate Wealth Advisors, Inc.

SEC CIK
0002041800
Latest filing
Jul 29, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Wingate Wealth Advisors, Inc., 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)
3,545
Value
$1.31M
% of portfolio
0.6%
Quarters held
7
Since Q4 2024
Holdings of GLD by Wingate Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,545$1.31M0.6%+5+0.1%AddedHolders
Q1 20263,540$1.52M0.8%−477−11.9%ReducedHolders
Q4 20254,017$1.59M0.9%+141+3.6%AddedHolders
Q3 20253,876$1.38M1.0%00.0%UnchangedHolders
Q2 20253,876$1.18M1.1%−194−4.8%ReducedHolders
Q1 20254,070$1.17M1.3%+207+5.4%AddedHolders
Q4 20243,863$935.3K0.9%–No prior filingHolders