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Cadence Wealth Management LLC: GLD position timeline

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

Cadence Wealth Management LLC held 38,072 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,072 shares
    Change vs previous 13F +648 shares

    6.28% of the 13F portfolio, value $14,024,963.

    13F-HR 0001951757-26-001252 filed by Cadence 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 37,424 shares
    Change vs previous 13F +242 shares

    6.72% of the 13F portfolio, value $16,103,173.

    13F-HR 0001951757-26-000830 filed by Cadence 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 37,182 shares
    Change vs previous 13F -139 shares

    7.11% of the 13F portfolio, value $14,735,598.

    13F-HR 0001951757-26-000388 filed by Cadence 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 37,321 shares
    Change vs previous 13F +537 shares

    6.95% of the 13F portfolio, value $13,266,496.

    13F-HR 0001951757-25-001281 filed by Cadence 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 36,784 shares
    Change vs previous 13F +884 shares

    7.42% of the 13F portfolio, value $11,212,867.

    13F-HR 0001951757-25-001058 filed by Cadence 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 35,900 shares
    Change vs previous 13F -17,888 shares

    7.65% of the 13F portfolio, value $10,344,226.

    13F-HR 0001951757-25-000516 filed by Cadence 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 53,788 shares
    Change vs previous 13F -9,682 shares

    8.63% of the 13F portfolio, value $13,023,688.

    13F-HR 0001951757-25-000226 filed by Cadence 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 63,470 shares
    Change vs previous 13F not available

    12.54% of the 13F portfolio, value $15,427,018.

    13F-HR 0001951757-24-001172 filed by Cadence Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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