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Disclosery

Circle Wealth Management, LLC: GLD position timeline

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

Circle Wealth Management, LLC held 33,026 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 33,026 shares
    Change vs previous 13F -278 shares

    0.15% of the 13F portfolio, value $12,166,118.

    13F-HR 0001578242-26-000003 filed by Circle 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 33,304 shares
    Change vs previous 13F +865 shares

    0.2% of the 13F portfolio, value $14,330,378.

    13F-HR 0001578242-26-000002 filed by Circle 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 32,439 shares
    Change vs previous 13F +2,010 shares

    0.2% of the 13F portfolio, value $12,855,900.

    13F-HR 0001578242-26-000001 filed by Circle 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 30,429 shares
    Change vs previous 13F +131 shares

    0.21% of the 13F portfolio, value $10,816,597.

    13F-HR 0001578242-25-000007 filed by Circle 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 30,298 shares
    Change vs previous 13F +2,074 shares

    0.21% of the 13F portfolio, value $9,235,739.

    13F-HR 0001578242-25-000003 filed by Circle 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 28,224 shares
    Change vs previous 13F +1,846 shares

    0.19% of the 13F portfolio, value $8,132,463.

    13F-HR 0001578242-25-000002 filed by Circle 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 26,378 shares
    Change vs previous 13F -15 shares

    0.14% of the 13F portfolio, value $6,386,905.

    13F-HR 0001578242-25-000001 filed by Circle 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 26,393 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,415,083.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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