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Brendel Financial Advisors LLC: GLD position timeline

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

Brendel Financial Advisors LLC held 9,102 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,102 shares
    Change vs previous 13F -30 shares

    1.55% of the 13F portfolio, value $3,352,995.

    13F-HR 0001768065-26-000003 filed by Brendel Financial Advisors 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 9,132 shares
    Change vs previous 13F +327 shares

    1.94% of the 13F portfolio, value $3,929,409.

    13F-HR 0001768065-26-000002 filed by Brendel Financial Advisors 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 8,805 shares
    Change vs previous 13F +229 shares

    1.72% of the 13F portfolio, value $3,489,510.

    13F-HR 0001768065-26-000001 filed by Brendel Financial Advisors 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 8,576 shares
    Change vs previous 13F +375 shares

    1.57% of the 13F portfolio, value $3,048,511.

    13F-HR 0001768065-25-000006 filed by Brendel Financial Advisors 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 8,201 shares
    Change vs previous 13F -26 shares

    1.4% of the 13F portfolio, value $2,500,000.

    13F-HR 0001768065-25-000004 filed by Brendel Financial Advisors 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 8,227 shares
    Change vs previous 13F -385 shares

    1.44% of the 13F portfolio, value $2,371,000.

    13F-HR 0001768065-25-000003 filed by Brendel Financial Advisors 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 8,612 shares
    Change vs previous 13F -614 shares

    1.26% of the 13F portfolio, value $2,085,000.

    13F-HR 0001768065-25-000001 filed by Brendel Financial Advisors 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 9,226 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,242,000.

    13F-HR 0001768065-24-000005 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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