Skip to content
Disclosery

Dynasty Wealth Management, LLC: GLD position timeline

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

Dynasty Wealth Management, LLC held 327,060 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 327,060 shares
    Change vs previous 13F +39,590 shares

    0.9% of the 13F portfolio, value $120,482,386.

    13F-HR 0001727599-26-000004 filed by Dynasty Wealth Management, LLC
    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 287,470 shares
    Change vs previous 13F +14,148 shares

    1.08% of the 13F portfolio, value $123,695,298.

    13F-HR 0001727599-26-000003 filed by Dynasty Wealth Management, LLC
    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 273,322 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $108,320,079.

    13F-HR 0001727599-26-000002 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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