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DHK Financial Advisors, Inc.: GLD position timeline

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

DHK Financial Advisors, Inc. held 29,804 GLD shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 29,804 shares
    Change vs previous 13F +1,129 shares

    5.22% of the 13F portfolio, value $9,085,153.

    13F-HR 0001951757-25-001088 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 28,675 shares
    Change vs previous 13F +1,126 shares

    4.53% of the 13F portfolio, value $8,262,414.

    13F-HR 0001951757-25-000296 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 27,549 shares
    Change vs previous 13F +902 shares

    4.05% of the 13F portfolio, value $6,670,439.

    13F-HR 0001951757-25-000097 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 26,647 shares
    Change vs previous 13F -316 shares

    3.97% of the 13F portfolio, value $6,476,820.

    13F-HR 0001951757-24-001112 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 26,963 shares
    Change vs previous 13F +1,150 shares

    4.05% of the 13F portfolio, value $5,797,315.

    13F-HR 0001951757-24-000726 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 25,813 shares
    Change vs previous 13F 0 shares

    3.76% of the 13F portfolio, value $5,310,250.

    13F-HR 0001951757-24-000445 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 25,813 shares
    Change vs previous 13F 0 shares

    3.7% of the 13F portfolio, value $4,934,671.

    13F-HR 0001951757-24-000120 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 25,813 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $4,425,639.

    13F-HR 0001951757-23-000666 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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