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Arkadios Wealth Advisors: GLD position timeline

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

Arkadios Wealth Advisors held 45,936 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,936 shares
    Change vs previous 13F +1,453 shares

    0.26% of the 13F portfolio, value $16,922,073.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 44,483 shares
    Change vs previous 13F -9,050 shares

    0.32% of the 13F portfolio, value $19,140,788.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 53,533 shares
    Change vs previous 13F -3,815 shares

    0.42% of the 13F portfolio, value $21,215,845.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 57,348 shares
    Change vs previous 13F +6,497 shares

    0.5% of the 13F portfolio, value $20,385,657.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 50,851 shares
    Change vs previous 13F +5,064 shares

    0.47% of the 13F portfolio, value $15,501,051.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 45,787 shares
    Change vs previous 13F +6,247 shares

    0.5% of the 13F portfolio, value $13,193,199.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 39,540 shares
    Change vs previous 13F +4,275 shares

    0.52% of the 13F portfolio, value $9,573,820.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 35,265 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $8,571,511.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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