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CABOT WEALTH MANAGEMENT INC: GLD position timeline

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

CABOT WEALTH MANAGEMENT INC held 15,728 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 15,728 shares
    Change vs previous 13F -322 shares

    0.59% of the 13F portfolio, value $5,793,881.

    13F-HR 0001016683-26-000004 filed by CABOT WEALTH MANAGEMENT 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 16,050 shares
    Change vs previous 13F -318 shares

    0.79% of the 13F portfolio, value $6,906,155.

    13F-HR 0001016683-26-000002 filed by CABOT WEALTH MANAGEMENT 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 16,368 shares
    Change vs previous 13F -790 shares

    0.72% of the 13F portfolio, value $6,486,802.

    13F-HR 0001016683-26-000001 filed by CABOT WEALTH MANAGEMENT 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 17,158 shares
    Change vs previous 13F -264 shares

    0.68% of the 13F portfolio, value $6,099,154.

    13F-HR 0001016683-25-000002 filed by CABOT WEALTH MANAGEMENT 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 17,422 shares
    Change vs previous 13F -473 shares

    0.63% of the 13F portfolio, value $5,310,748.

    13F-HR 0001085146-25-004371 filed by CABOT WEALTH MANAGEMENT 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 17,895 shares
    Change vs previous 13F +98 shares

    0.66% of the 13F portfolio, value $5,156,265.

    13F-HR 0001085146-25-002208 filed by CABOT WEALTH MANAGEMENT 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 17,797 shares
    Change vs previous 13F -202 shares

    0.55% of the 13F portfolio, value $4,309,188.

    13F-HR 0001085146-25-000741 filed by CABOT WEALTH MANAGEMENT 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 17,999 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,374,837.

    13F-HR 0001085146-24-004908 filed by CABOT WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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