Centricity Wealth Management, LLC

SEC CIK: 0002054645
Latest filing: Jul 18, 2025

SEC filings (opens in a new tab)

GLD holding history

SPDR Gold Trust in every 13F filed by Centricity 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 overview All 13F holders of GLD Full Q2 2025 holdings

Shares (Q2 2025): 11,179
Value: $3.41M
% of portfolio: 2.7%
Quarters held: 3; Since Q4 2024

Holdings of GLD by Centricity Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	11,179	$3.41M	2.7%	+360+3.3%	Added	Holders
Q1 2025	10,819	$3.12M	2.8%	+343+3.3%	Added	Holders
Q4 2024	10,476	$2.54M	2.4%	–	No prior filing	Holders