Beacon Wealthcare LLC GLD — SPDR GOLD TR

Ownership history in Beacon Wealthcare LLC  ·  1 quarter on record

AI Ownership Summary

Beacon Wealthcare LLC reported SPDR GOLD TR (GLD) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.06% in 2026 Q3. The latest visible filing shows GLD at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Wealthcare LLC's position in SPDR GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

GLD was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Wealthcare LLC held GLD — position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 536 — — 0.06% $204K 2026-10-02 $379.64

FAQ About Beacon Wealthcare LLC and GLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Wealthcare LLC reported owning GLD?

Beacon Wealthcare LLC reported GLD across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported GLD position in Beacon Wealthcare LLC's portfolio?

The largest reported portfolio weight for GLD was 0.06% in 2026 Q3.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2026 Q3, when Beacon Wealthcare LLC reported 536 shares, equal to 0.06% of portfolio, with an estimated market value of $204K.

What does the chart on this GLD ownership page compare?

The chart compares Beacon Wealthcare LLC's quarterly GLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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