SEC 13F Intelligence

Lionsbridge Wealth Management LLC / GLD

Lionsbridge Wealth Management LLC’s Spdr Gold Tr Position

Does Lionsbridge Wealth Management LLC own Spdr Gold Tr (GLD)? Yes — 7.0K shares worth $3M (+3.03% of its 13F portfolio) as of Q1 2026, down from 7.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
7.0K
% of Portfolio
+3.03%
Quarters Held
7
currently held

Position History GLD

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.0K$3M+3.03%
Q4 20257.1K$3M+2.85%
Q3 20257.3K$3M+2.55%
Q2 20257.1K$2M+2.14%
Q1 20257.3K$2M+1.87%
Q4 20248.5K$2M+1.72%
Q3 20249.7K$2M+1.87%

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