Tranquilli Financial Advisor LLC GLD β€” SPDR GOLD TR

Ownership history in Tranquilli Financial Advisor LLC  Β·  5 quarters on record

AI Ownership Summary

Tranquilli Financial Advisor LLC reported SPDR GOLD TR (GLD) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.69% in 2025 Q3. The latest visible filing shows GLD at 0.63% 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 Tranquilli Financial Advisor 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
2025 Q4

GLD was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Tranquilli Financial Advisor LLC held GLD β€” position size vs. price
% of Fund (quarterly)    GLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16.8% +8.6% ❌ 2,742 -552 -16.8% 0.63% $1.1M 2026-02-14 (Est.) $462.62
2025 Q3 ADDED β€” β€” β€” 3,294 +392 +13.5% 0.69% $1.2M 2025-10-30 $370.13
2025 Q2 ADDED β€” β€” β€” 2,902 +1,644 +130.7% 0.55% $885K 2025-08-13 $309.21
2025 Q1 ADDED β€” β€” β€” 1,258 +346 +37.9% 0.23% $362K 2025-05-12 $298.19
2024 Q4 INITIATED β€” β€” β€” 912 β€” β€” 0.14% $221K 2025-01-27 $252.99

FAQ About Tranquilli Financial Advisor 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 Tranquilli Financial Advisor LLC reported owning GLD?

Tranquilli Financial Advisor LLC reported GLD across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported GLD position in Tranquilli Financial Advisor LLC's portfolio?

The largest reported portfolio weight for GLD was 0.69% in 2025 Q3.

What is the latest reported GLD position on this page?

The most recent filing on this page is 2025 Q4, when Tranquilli Financial Advisor LLC reported 2,742 shares, equal to 0.63% of portfolio, with an estimated market value of $1.1M.

What does the chart on this GLD ownership page compare?

The chart compares Tranquilli Financial Advisor 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.

How well did Tranquilli Financial Advisor LLC time their GLD position?

Based on 13F filing dates vs. subsequent GLD price moves, Tranquilli Financial Advisor LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on GLD relative to SPY over the holding period was +55.5%.

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