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AXXCESS WEALTH MANAGEMENT, LLC: GLD position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 45,173 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,173 shares
    Change vs previous 13F -848 shares

    0.26% of the 13F portfolio, value $16,640,831.

    13F-HR 0001951757-26-001071 filed by AXXCESS WEALTH MANAGEMENT, 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 46,021 shares
    Change vs previous 13F -1,141 shares

    0.63% of the 13F portfolio, value $19,802,377.

    13F-HR 0001951757-26-000760 filed by AXXCESS WEALTH MANAGEMENT, 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/A 47,162 shares
    Change vs previous 13F +7,076 shares

    0.33% of the 13F portfolio, value $18,690,774.

    13F-HR/A 0001951757-26-000480 filed by AXXCESS WEALTH MANAGEMENT, 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 40,086 shares
    Change vs previous 13F -35 shares

    0.3% of the 13F portfolio, value $14,249,370.

    13F-HR 0001951757-25-001345 filed by AXXCESS WEALTH MANAGEMENT, 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 40,121 shares
    Change vs previous 13F +80 shares

    0.29% of the 13F portfolio, value $12,230,085.

    13F-HR 0001951757-25-000970 filed by AXXCESS WEALTH MANAGEMENT, 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 40,041 shares
    Change vs previous 13F -8,986 shares

    0.32% of the 13F portfolio, value $11,537,414.

    13F-HR 0001951757-25-000486 filed by AXXCESS WEALTH MANAGEMENT, 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 49,027 shares
    Change vs previous 13F +1,176 shares

    0.29% of the 13F portfolio, value $11,870,907.

    13F-HR 0001951757-25-000224 filed by AXXCESS WEALTH MANAGEMENT, 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 47,851 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $11,630,664.

    13F-HR 0001951757-24-001150 filed by AXXCESS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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