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Disclosery

Dakota Wealth Management: GLD position timeline

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

Dakota Wealth Management held 44,819 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,819 shares
    Change vs previous 13F -326 shares

    0.32% of the 13F portfolio, value $16,510,425.

    13F-HR 0001951757-26-001143 filed by Dakota 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/A 45,145 shares
    Change vs previous 13F -7,108 shares

    0.42% of the 13F portfolio, value $19,425,443.

    13F-HR/A 0001951757-26-001603 filed by Dakota 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/A 52,253 shares
    Change vs previous 13F +24,648 shares

    0.37% of the 13F portfolio, value $20,708,387.

    13F-HR/A 0001951757-26-001604 filed by Dakota 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/A 27,605 shares
    Change vs previous 13F +2,482 shares

    0.2% of the 13F portfolio, value $9,812,750.

    13F-HR/A 0001951757-26-001605 filed by Dakota 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 25,123 shares
    Change vs previous 13F +1,379 shares

    0.16% of the 13F portfolio, value $7,658,245.

    13F-HR 0001951757-25-000874 filed by Dakota 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 23,744 shares
    Change vs previous 13F +405 shares

    0.16% of the 13F portfolio, value $6,841,597.

    13F-HR 0001951757-25-000489 filed by Dakota 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 23,339 shares
    Change vs previous 13F +315 shares

    0.13% of the 13F portfolio, value $5,651,073.

    13F-HR 0001951757-25-000061 filed by Dakota 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 23,024 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,596,214.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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