Skip to content
Disclosery

CRUX WEALTH ADVISORS: GLD position timeline

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

CRUX WEALTH ADVISORS held 2,037 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,037 shares
    Change vs previous 13F -11 shares

    0.26% of the 13F portfolio, value $750,390.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH 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 2,048 shares
    Change vs previous 13F -943 shares

    0.34% of the 13F portfolio, value $881,234.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH 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 2,991 shares
    Change vs previous 13F +280 shares

    0.44% of the 13F portfolio, value $1,185,363.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH 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 2,711 shares
    Change vs previous 13F +511 shares

    0.38% of the 13F portfolio, value $963,679.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH 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 2,200 shares
    Change vs previous 13F +274 shares

    0.29% of the 13F portfolio, value $670,626.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH 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 1,926 shares
    Change vs previous 13F +167 shares

    0.29% of the 13F portfolio, value $554,958.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH 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 1,759 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $425,907.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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