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SMART Wealth LLC

SEC CIK
0002044723
Latest filing
Aug 5, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by SMART 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)
11,746
Value
$4.33M
% of portfolio
0.9%
Quarters held
15
Since Q4 2022
Holdings of GLD by SMART Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,746$4.33M0.9%+982+9.1%AddedHolders
Q1 202610,764$4.63M1.4%+57+0.5%AddedHolders
Q4 202510,707$4.24M1.3%+60+0.6%AddedHolders
Q3 202510,647$3.78M1.4%+53+0.5%AddedHolders
Q2 202510,594$3.23M1.0%+1,839+21.0%AddedHolders
Q1 20258,755$2.52M0.9%−570−6.1%ReducedHolders
Q4 20249,325$2.26M0.8%−814−8.0%ReducedHolders
Q3 202410,139$2.46M1.0%+2,845+39.0%AddedHolders
Q2 20247,294$1.57M0.6%+227+3.2%AddedHolders
Q1 20247,067$1.45M0.7%−48,491−87.3%ReducedHolders
Q4 202355,558$10.6M5.8%+12,579+29.3%AddedHolders
Q3 202342,979$7.37M5.5%+3,823+9.8%AddedHolders
Q2 202339,156$6.98M5.3%+31,924+441.4%AddedHolders
Q1 20237,232$1.33M1.2%+1,395+23.9%AddedHolders
Q4 20225,837$990.2K0.7%–No prior filingHolders