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Disclosery

DDFG, Inc: GLD position timeline

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

DDFG, Inc held 48,753 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,753 shares
    Change vs previous 13F +17,793 shares

    3.57% of the 13F portfolio, value $17,959,457.

    13F-HR 0001967640-26-000005 filed by DDFG, Inc
    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 30,960 shares
    Change vs previous 13F -2,193 shares

    2.87% of the 13F portfolio, value $13,321,980.

    13F-HR 0001967640-26-000004 filed by DDFG, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 33,153 shares
    Change vs previous 13F -789 shares

    2.88% of the 13F portfolio, value $13,138,754.

    13F-HR 0001967640-26-000001 filed by DDFG, Inc
    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 33,942 shares
    Change vs previous 13F -3,157 shares

    2.79% of the 13F portfolio, value $12,065,449.

    13F-HR 0001967640-25-000003 filed by DDFG, Inc
    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 37,099 shares
    Change vs previous 13F -273 shares

    2.84% of the 13F portfolio, value $11,308,846.

    13F-HR 0001765380-25-000289 filed by DDFG, Inc
    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 37,372 shares
    Change vs previous 13F +674 shares

    2.98% of the 13F portfolio, value $10,768,472.

    13F-HR 0001765380-25-000225 filed by DDFG, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 36,698 shares
    Change vs previous 13F -59 shares

    2.56% of the 13F portfolio, value $8,885,774.

    13F-HR 0001765380-25-000053 filed by DDFG, Inc
    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 36,757 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $8,934,244.

    13F-HR 0001765380-24-000415 filed by DDFG, Inc
    Filed (acceptance time not in the bulk data set), ingested

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