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Disclosery

Avalon Investment & Advisory: GLD position timeline

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

Avalon Investment & Advisory held 80,890 GLD shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 80,890 shares
    Change vs previous 13F -207 shares

    0.41% of the 13F portfolio, value $14,820,666.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 81,097 shares
    Change vs previous 13F -105 shares

    0.39% of the 13F portfolio, value $13,757,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 81,202 shares
    Change vs previous 13F +930 shares

    0.39% of the 13F portfolio, value $12,560,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 80,272 shares
    Change vs previous 13F -102 shares

    0.38% of the 13F portfolio, value $13,523,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 80,374 shares
    Change vs previous 13F +2,131 shares

    0.35% of the 13F portfolio, value $14,520,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 78,243 shares
    Change vs previous 13F -2,343 shares

    0.33% of the 13F portfolio, value $13,376,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 80,586 shares
    Change vs previous 13F +722 shares

    0.31% of the 13F portfolio, value $13,234,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 79,864 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $13,228,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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