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ALTFEST L J & CO INC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALTFEST L J & CO INC on GLD, newest first. How the timeline and the estimate are built.

ALTFEST L J & CO INC held 1,824 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,824 shares
    Change vs previous 13F -12,166 shares

    0.07% of the 13F portfolio, value $671,925.

    13F-HR 0002063364-26-000240 filed by ALTFEST L J & CO INC
    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 13,990 shares
    Change vs previous 13F +4,445 shares

    0.64% of the 13F portfolio, value $6,019,757.

    13F-HR 0002063364-26-000128 filed by ALTFEST L J & CO INC
    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 9,545 shares
    Change vs previous 13F -17,796 shares

    0.41% of the 13F portfolio, value $3,782,779.

    13F-HR 0002063364-26-000018 filed by ALTFEST L J & CO INC
    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 27,341 shares
    Change vs previous 13F -9,481 shares

    1.08% of the 13F portfolio, value $9,718,905.

    13F-HR 0002063364-25-000252 filed by ALTFEST L J & CO INC
    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 36,822 shares
    Change vs previous 13F -15,264 shares

    1.32% of the 13F portfolio, value $11,224,450.

    13F-HR 0002063364-25-000187 filed by ALTFEST L J & CO INC
    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 52,086 shares
    Change vs previous 13F +32,143 shares

    1.88% of the 13F portfolio, value $15,008,060.

    13F-HR 0002063364-25-000083 filed by ALTFEST L J & CO INC
    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 19,943 shares
    Change vs previous 13F +6,627 shares

    0.62% of the 13F portfolio, value $4,828,799.

    13F-HR 0000712050-25-000003 filed by ALTFEST L J & CO INC
    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 13,316 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,237,000.

    13F-HR 0000712050-24-000011 filed by ALTFEST L J & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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