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Castle Rock Wealth Management, LLC: GLD position timeline

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

Castle Rock Wealth Management, LLC held 1,513 GLD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,513 shares
    Change vs previous 13F -88 shares

    0.11% of the 13F portfolio, value $578,375.

    13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,601 shares
    Change vs previous 13F -139 shares

    0.12% of the 13F portfolio, value $593,331.

    13F-HR 0001727605-26-000004 filed by Castle Rock 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 ended2026-03-31
    13F 1,740 shares
    Change vs previous 13F -5,930 shares

    0.16% of the 13F portfolio, value $747,173.

    13F-HR 0001727605-26-000002 filed by Castle Rock 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 ended2025-12-31
    13F 7,670 shares
    Change vs previous 13F -340 shares

    0.75% of the 13F portfolio, value $3,458,173.

    13F-HR 0001727605-26-000001 filed by Castle Rock 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 ended2025-09-30
    13F 8,010 shares
    Change vs previous 13F +285 shares

    0.63% of the 13F portfolio, value $2,832,901.

    13F-HR 0001727605-25-000002 filed by Castle Rock 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 ended2025-06-30
    13F 7,725 shares
    Change vs previous 13F -109 shares

    0.56% of the 13F portfolio, value $2,414,952.

    13F-HR 0001085146-25-004102 filed by Castle Rock 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 ended2025-03-31
    13F 7,834 shares
    Change vs previous 13F +81 shares

    0.61% of the 13F portfolio, value $2,248,405.

    13F-HR 0001085146-25-001933 filed by Castle Rock 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 ended2024-12-31
    13F 7,753 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,064,546.

    13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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