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Bosman Wealth Management, LLC: GLD position timeline

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

Bosman Wealth Management, LLC held 11,176 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 11,176 shares
    Change vs previous 13F -1,326 shares

    2.55% of the 13F portfolio, value $4,117,015.

    13F-HR 0002085853-26-000886 filed by Bosman 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 12,502 shares
    Change vs previous 13F +451 shares

    4.73% of the 13F portfolio, value $5,379,486.

    13F-HR 0002085853-26-000549 filed by Bosman 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 12,051 shares
    Change vs previous 13F +6,928 shares

    3.92% of the 13F portfolio, value $4,775,932.

    13F-HR 0002085853-26-000095 filed by Bosman 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 5,123 shares
    Change vs previous 13F +296 shares

    1.41% of the 13F portfolio, value $1,821,073.

    13F-HR 0002085853-25-000167 filed by Bosman 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 4,827 shares
    Change vs previous 13F +777 shares

    1.31% of the 13F portfolio, value $1,471,414.

    13F-HR 0001667731-25-000864 filed by Bosman 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 4,050 shares
    Change vs previous 13F -12,678 shares

    1.19% of the 13F portfolio, value $1,166,967.

    13F-HR 0002066260-25-000002 filed by Bosman 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 16,728 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $4,050,351.

    13F-HR 0002066260-25-000003 filed by Bosman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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