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Mills Wealth Advisors LLC → GLD

Mills Wealth Advisors LLC GLD Position History

SPDR Gold Shares • Basic Materials

Quarters held
4
Latest value
$3.7M
Q3 2026
Peak value
$4.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.7M
Q1 2026$4.1M
Q2 2026$3.6M
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M45.1K——
Q2 2026$3.6M44.8K——
Q1 2026$4.1M43.9K——
Q4 2025$3.7M43.0K——

Other funds holding GLD

Other Mills Wealth Advisors LLC positions

VGES

VANGUARD MUN BD FDS

$44.2M
VGES

VANGUARD MUN BD FDS

$34.4M
VGES

VANGUARD MUN BD FDS

$30M
VGES

VANGUARD MUN BD FDS

$25.5M
NEE-PS

DIMENSIONAL ETF TRUST

$14.6M
NEE-PS

DIMENSIONAL ETF TRUST

$14.2M
VGES

VANGUARD MUN BD FDS

$13M
NEE-PS

DIMENSIONAL ETF TRUST

$12.8M