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CAPTRUST FINANCIAL ADVISORS: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on GLD, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 234,993 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,993 shares
    Change vs previous 13F +1,089 shares

    0.13% of the 13F portfolio, value $86,566,719.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 233,904 shares
    Change vs previous 13F +524 shares

    0.18% of the 13F portfolio, value $100,628,611.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 233,380 shares
    Change vs previous 13F +3,047 shares

    0.18% of the 13F portfolio, value $92,490,783.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 230,333 shares
    Change vs previous 13F -14,933 shares

    0.17% of the 13F portfolio, value $81,876,565.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 245,266 shares
    Change vs previous 13F -23,123 shares

    0.17% of the 13F portfolio, value $74,763,199.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 268,389 shares
    Change vs previous 13F +18,743 shares

    0.19% of the 13F portfolio, value $77,332,745.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 249,646 shares
    Change vs previous 13F +841 shares

    0.17% of the 13F portfolio, value $60,446,976.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 248,805 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $60,474,663.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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