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Disclosery

Alaethes Wealth, LLC: GLD position timeline

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

Alaethes Wealth, LLC held 19,249 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 19,249 shares
    Change vs previous 13F -36 shares

    2.06% of the 13F portfolio, value $7,090,947.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, 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 19,285 shares
    Change vs previous 13F -127 shares

    2.39% of the 13F portfolio, value $8,298,143.

    13F-HR 0001859677-26-000002 filed by Alaethes Wealth, 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 19,412 shares
    Change vs previous 13F -212 shares

    2.17% of the 13F portfolio, value $7,704,657.

    13F-HR 0001859677-26-000001 filed by Alaethes Wealth, 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 19,624 shares
    Change vs previous 13F +366 shares

    1.98% of the 13F portfolio, value $6,975,743.

    13F-HR 0001859677-25-000009 filed by Alaethes Wealth, 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 19,258 shares
    Change vs previous 13F +4,503 shares

    1.75% of the 13F portfolio, value $5,870,416.

    13F-HR 0001859677-25-000008 filed by Alaethes Wealth, 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 14,755 shares
    Change vs previous 13F +256 shares

    1.56% of the 13F portfolio, value $4,251,506.

    13F-HR 0001859677-25-000005 filed by Alaethes Wealth, 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 14,499 shares
    Change vs previous 13F +228 shares

    1.25% of the 13F portfolio, value $3,510,643.

    13F-HR 0001859677-25-000001 filed by Alaethes Wealth, 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 14,271 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,468,758.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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