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Briaud Financial Planning Inc: GLD position timeline

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

Briaud Financial Planning Inc held 199,910 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,910 shares
    Change vs previous 13F +1,567 shares

    19.37% of the 13F portfolio, value $73,643,056.

    13F-HR 0001951757-26-001091 filed by Briaud Financial Planning Inc
    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 198,343 shares
    Change vs previous 13F +39 shares

    22.37% of the 13F portfolio, value $85,325,311.

    13F-HR 0001951757-26-000584 filed by Briaud Financial Planning Inc
    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 198,304 shares
    Change vs previous 13F +2,546 shares

    19.36% of the 13F portfolio, value $78,580,176.

    13F-HR 0001951757-26-000324 filed by Briaud Financial Planning Inc
    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 195,758 shares
    Change vs previous 13F +626 shares

    22.74% of the 13F portfolio, value $69,586,058.

    13F-HR 0001951757-25-001455 filed by Briaud Financial Planning Inc
    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 195,132 shares
    Change vs previous 13F -61,616 shares

    23.46% of the 13F portfolio, value $59,477,000.

    13F-HR 0001908380-25-000002 filed by Briaud Financial Planning Inc
    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 256,748 shares
    Change vs previous 13F -22 shares

    29.39% of the 13F portfolio, value $73,973,000.

    13F-HR 0001842974-25-000013 filed by Briaud Financial Planning Inc
    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 256,770 shares
    Change vs previous 13F +1,358 shares

    25.35% of the 13F portfolio, value $62,171,000.

    13F-HR 0001800586-25-000001 filed by Briaud Financial Planning Inc
    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 255,412 shares
    Change vs previous 13F not available

    32.06% of the 13F portfolio, value $62,083,000.

    13F-HR 0001906937-24-000002 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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