SEC 13F Intelligence

Centricity Wealth Management, LLC / GLD

Centricity Wealth Management, LLC’s Spdr Gold Tr Position

Does Centricity Wealth Management, LLC own Spdr Gold Tr (GLD)? Yes — 11.2K shares worth $3M (+2.72% of its 13F portfolio) as of Q2 2025, up from 10.8K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
11.2K
% of Portfolio
+2.72%
Quarters Held
3
currently held

Position History GLD

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202511.2K$3M+2.72%
Q1 202510.8K$3M+2.83%
Q4 202410.5K$3M+2.37%

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