Skip to content
Disclosery

Accurate Wealth Management, LLC: GLD position timeline

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

Accurate Wealth Management, LLC held 7,237 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,237 shares
    Change vs previous 13F -13,947 shares

    0.26% of the 13F portfolio, value $2,728,233.

    13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
    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 21,184 shares
    Change vs previous 13F -1,242 shares

    1.11% of the 13F portfolio, value $9,259,943.

    13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, LLC
    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 22,426 shares
    Change vs previous 13F +15,656 shares

    1.18% of the 13F portfolio, value $9,294,697.

    13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, LLC
    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 6,770 shares
    Change vs previous 13F -178 shares

    0.34% of the 13F portfolio, value $2,577,758.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
    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 6,948 shares
    Change vs previous 13F -33,144 shares

    0.33% of the 13F portfolio, value $2,127,478.

    13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
    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 40,092 shares
    Change vs previous 13F +36,116 shares

    2.28% of the 13F portfolio, value $11,944,610.

    13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
    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 3,976 shares
    Change vs previous 13F -22,808 shares

    0.19% of the 13F portfolio, value $986,883.

    13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
    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 26,784 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $6,586,721.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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