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Disclosery

Comprehensive Financial Management LLC: GLD position timeline

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

Comprehensive Financial Management LLC held 1,147,529 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,147,529 shares
    Change vs previous 13F 0 shares

    13.87% of the 13F portfolio, value $422,726,733.

    13F-HR 0001172661-26-003450 filed by Comprehensive Financial 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 1,147,529 shares
    Change vs previous 13F 0 shares

    16.38% of the 13F portfolio, value $493,770,253.

    13F-HR 0001172661-26-002088 filed by Comprehensive Financial 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 1,147,529 shares
    Change vs previous 13F -120,000 shares

    13.71% of the 13F portfolio, value $454,777,218.

    13F-HR 0001172661-26-000971 filed by Comprehensive Financial 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 1,267,529 shares
    Change vs previous 13F 0 shares

    12.46% of the 13F portfolio, value $450,537,534.

    13F-HR 0001172661-25-004942 filed by Comprehensive Financial 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 1,267,529 shares
    Change vs previous 13F 0 shares

    10.78% of the 13F portfolio, value $386,365,365.

    13F-HR 0001172661-25-003056 filed by Comprehensive Financial 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 1,267,529 shares
    Change vs previous 13F -3,625 shares

    11.5% of the 13F portfolio, value $365,249,056.

    13F-HR 0001172661-25-002099 filed by Comprehensive Financial 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 1,271,154 shares
    Change vs previous 13F 0 shares

    8.47% of the 13F portfolio, value $307,784,518.

    13F-HR 0001172661-25-000883 filed by Comprehensive Financial 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 1,271,154 shares
    Change vs previous 13F not available

    8.6% of the 13F portfolio, value $308,966,691.

    13F-HR 0001172661-24-004925 filed by Comprehensive Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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