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Disclosery

Accel Wealth Management: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accel Wealth Management on GLD, newest first. How the timeline and the estimate are built.

Accel Wealth Management held 10,199 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,199 shares
    Change vs previous 13F -314 shares

    0.85% of the 13F portfolio, value $3,757,108.

    13F-HR 0001838226-26-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,513 shares
    Change vs previous 13F +211 shares

    1.18% of the 13F portfolio, value $4,523,639.

    13F-HR 0001838226-26-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,302 shares
    Change vs previous 13F +1,388 shares

    1.12% of the 13F portfolio, value $4,082,786.

    13F-HR 0001838226-26-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,914 shares
    Change vs previous 13F -75 shares

    0.92% of the 13F portfolio, value $3,168,660.

    13F-HR 0001838226-25-000006 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,989 shares
    Change vs previous 13F +940 shares

    0.91% of the 13F portfolio, value $2,739,964.

    13F-HR 0001838226-25-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,049 shares
    Change vs previous 13F +2,105 shares

    0.84% of the 13F portfolio, value $2,319,095.

    13F-HR 0001838226-25-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,944 shares
    Change vs previous 13F +1,965 shares

    0.55% of the 13F portfolio, value $1,439,100.

    13F-HR 0001838226-25-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,979 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $967,014.

    13F-HR 0001838226-24-000005 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).