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Holos Integrated Wealth LLC

SEC CIK
0002080096
Latest filing
Jul 15, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Holos Integrated 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)
451
Value
$170.2K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of GLD by Holos Integrated Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026451$170.2K0.1%00.0%UnchangedHolders
Q1 2026451$194.7K0.1%+140+45.0%AddedHolders
Q4 2025311$123.9K0.1%00.0%UnchangedHolders
Q3 2025311$114.8K0.1%00.0%UnchangedHolders
Q2 2025311$97.4K0.1%00.0%UnchangedHolders
Q1 2025311$89.6K0.1%00.0%UnchangedHolders
Q4 2024311$75.3K0.1%–No prior filingHolders