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Disclosery

AE Wealth Management LLC: GLD position timeline

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

AE Wealth Management LLC held 48,392 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,392 shares
    Change vs previous 13F -10,334 shares

    0.08% of the 13F portfolio, value $17,826,812.

    13F-HR 0001697723-26-000007 filed by AE 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 58,726 shares
    Change vs previous 13F -12,947 shares

    0.14% of the 13F portfolio, value $25,269,007.

    13F-HR 0001697723-26-000006 filed by AE 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 71,673 shares
    Change vs previous 13F +814 shares

    0.16% of the 13F portfolio, value $28,404,919.

    13F-HR 0001697723-26-000001 filed by AE 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 70,859 shares
    Change vs previous 13F -2,728 shares

    0.16% of the 13F portfolio, value $25,188,300.

    13F-HR 0001697723-25-000007 filed by AE 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 73,587 shares
    Change vs previous 13F -2,277 shares

    0.16% of the 13F portfolio, value $22,431,312.

    13F-HR 0001697723-25-000004 filed by AE 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 75,864 shares
    Change vs previous 13F -1,070 shares

    0.18% of the 13F portfolio, value $21,859,245.

    13F-HR 0001697723-25-000003 filed by AE 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 76,934 shares
    Change vs previous 13F -13,481 shares

    0.16% of the 13F portfolio, value $18,628,013.

    13F-HR 0001697723-25-000001 filed by AE 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 90,415 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $21,976,254.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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