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Advyzon Investment Management, LLC: GLD position timeline

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

Advyzon Investment Management, LLC held 19,662 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,662 shares
    Change vs previous 13F +7,068 shares

    0.53% of the 13F portfolio, value $7,243,087.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment 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 12,594 shares
    Change vs previous 13F -1,633 shares

    0.49% of the 13F portfolio, value $5,419,072.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment 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 14,227 shares
    Change vs previous 13F +349 shares

    0.65% of the 13F portfolio, value $5,638,302.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment 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 13,878 shares
    Change vs previous 13F -5,831 shares

    0.85% of the 13F portfolio, value $4,933,213.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment 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 19,709 shares
    Change vs previous 13F +15,814 shares

    1.33% of the 13F portfolio, value $6,007,894.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment 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 3,895 shares
    Change vs previous 13F +2,964 shares

    0.4% of the 13F portfolio, value $1,122,305.

    13F-HR 0002011872-25-000004 filed by Advyzon Investment 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 931 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $225,423.

    13F-HR 0002011872-25-000001 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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