SEC 13F Intelligence

Genesis Wealth Advisors, LLC / GLD

Genesis Wealth Advisors, LLC’s Spdr Gold Tr Position

Does Genesis Wealth Advisors, LLC own Spdr Gold Tr (GLD)? Yes — 5.3K shares worth $2M (+1.52% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
5.3K
% of Portfolio
+1.52%
Quarters Held
6
currently held

Position History GLD

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.3K$2M+1.52%
Q4 20255.3K$2M+1.44%
Q3 20255.5K$2M+1.37%
Q2 20255.5K$2M+1.25%
Q1 20255.5K$2M+1.28%
Q4 20245.5K$1M+1.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Genesis Wealth Advisors, LLC’s full portfolio or all institutional holders of GLD.