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Disclosery

Concentrum Wealth Management: GLD position timeline

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

Concentrum Wealth Management held 14,050 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,050 shares
    Change vs previous 13F +1,397 shares

    1.24% of the 13F portfolio, value $5,175,816.

    13F-HR 0001765380-26-000302 filed by Concentrum Wealth Management
    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 12,653 shares
    Change vs previous 13F -3,043 shares

    1.61% of the 13F portfolio, value $5,444,550.

    13F-HR 0001765380-26-000137 filed by Concentrum Wealth Management
    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 15,696 shares
    Change vs previous 13F +708 shares

    1.74% of the 13F portfolio, value $6,220,482.

    13F-HR 0001765387-26-000001 filed by Concentrum Wealth Management
    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 14,988 shares
    Change vs previous 13F +6,944 shares

    1.54% of the 13F portfolio, value $5,327,784.

    13F-HR 0001765387-25-000003 filed by Concentrum Wealth Management
    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 8,044 shares
    Change vs previous 13F +304 shares

    0.77% of the 13F portfolio, value $2,452,053.

    13F-HR 0001765380-25-000328 filed by Concentrum Wealth Management
    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 7,740 shares
    Change vs previous 13F +613 shares

    0.83% of the 13F portfolio, value $2,230,204.

    13F-HR 0001765380-25-000189 filed by Concentrum Wealth Management
    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 7,127 shares
    Change vs previous 13F +5,859 shares

    0.61% of the 13F portfolio, value $1,725,661.

    13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
    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 1,268 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $308,200.

    13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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