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Partners Wealth Management, LLC

SEC CIK
0002054714
Latest filing
Jul 21, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Partners 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 overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
821
Value
$302.5K
% of portfolio
0.3%
Quarters held
7
Since Q4 2024
Holdings of GLD by Partners Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026821$302.5K0.3%−40−4.6%ReducedHolders
Q1 2026861$370.6K0.4%+210+32.3%AddedHolders
Q4 2025651$258.0K0.3%−403−38.2%ReducedHolders
Q3 20251,054$374.7K0.4%+50+5.0%AddedHolders
Q2 20251,004$288.7K0.3%+82+8.9%AddedHolders
Q1 2025922$265.7K0.3%00.0%UnchangedHolders
Q4 2024922$223.2K0.3%–No prior filingHolders