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Disclosery

D. SCOTT NEAL, INC.: GLD position timeline

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

D. SCOTT NEAL, INC. held 101,674 GLD shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 101,674 shares
    Change vs previous 13F -861 shares

    16.72% of the 13F portfolio, value $36,142,058.

    13F-HR 0001596920-25-000008 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 102,535 shares
    Change vs previous 13F +671 shares

    15.58% of the 13F portfolio, value $31,255,745.

    13F-HR 0001596920-25-000006 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 101,864 shares
    Change vs previous 13F -1,088 shares

    16.28% of the 13F portfolio, value $29,351,094.

    13F-HR 0001596920-25-000003 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 102,952 shares
    Change vs previous 13F -3,819 shares

    13.67% of the 13F portfolio, value $24,927,769.

    13F-HR 0001596920-25-000001 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 106,771 shares
    Change vs previous 13F -1,045 shares

    13.73% of the 13F portfolio, value $25,951,761.

    13F-HR 0001596920-24-000006 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 107,816 shares
    Change vs previous 13F -10,320 shares

    12.9% of the 13F portfolio, value $23,181,520.

    13F-HR 0001596920-24-000004 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 118,136 shares
    Change vs previous 13F -459 shares

    15.89% of the 13F portfolio, value $24,302,939.

    13F-HR 0001596920-24-000003 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 118,595 shares
    Change vs previous 13F not available

    20.2% of the 13F portfolio, value $22,671,807.

    13F-HR 0001596920-24-000001 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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