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AVANTAX ADVISORY SERVICES, INC.: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on GLD, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 137,441 GLD shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 137,441 shares
    Change vs previous 13F +4,683 shares

    0.23% of the 13F portfolio, value $41,896,000.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 132,758 shares
    Change vs previous 13F +14,557 shares

    0.23% of the 13F portfolio, value $38,252,870.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 118,201 shares
    Change vs previous 13F +17,666 shares

    0.18% of the 13F portfolio, value $28,619,994.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 100,535 shares
    Change vs previous 13F -6,680 shares

    0.16% of the 13F portfolio, value $24,436,114.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 107,215 shares
    Change vs previous 13F +301 shares

    0.16% of the 13F portfolio, value $23,052,321.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 106,914 shares
    Change vs previous 13F -682 shares

    0.2% of the 13F portfolio, value $21,994,302.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 107,596 shares
    Change vs previous 13F +6,596 shares

    0.2% of the 13F portfolio, value $20,569,096.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 101,000 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $17,316,500.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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