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Disclosery

EPG Wealth Management LLC: GLD position timeline

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

EPG Wealth Management LLC held 7,463 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 7,463 shares
    Change vs previous 13F -255 shares

    0.66% of the 13F portfolio, value $2,749,389.

    13F-HR 0001398344-26-012859 filed by EPG 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 7,718 shares
    Change vs previous 13F -346 shares

    0.9% of the 13F portfolio, value $3,321,176.

    13F-HR 0001398344-26-008638 filed by EPG 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 8,064 shares
    Change vs previous 13F -880 shares

    0.86% of the 13F portfolio, value $3,196,026.

    13F-HR 0001398344-26-001448 filed by EPG Wealth Management LLC
    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 8,944 shares
    Change vs previous 13F +315 shares

    0.88% of the 13F portfolio, value $3,179,487.

    13F-HR 0001398344-25-020156 filed by EPG Wealth Management LLC
    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 8,629 shares
    Change vs previous 13F -1,342 shares

    0.79% of the 13F portfolio, value $2,630,518.

    13F-HR 0001398344-25-014488 filed by EPG Wealth Management LLC
    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 9,971 shares
    Change vs previous 13F +343 shares

    0.8% of the 13F portfolio, value $2,873,176.

    13F-HR 0001398344-25-009249 filed by EPG Wealth Management LLC
    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 9,628 shares
    Change vs previous 13F -726 shares

    0.61% of the 13F portfolio, value $2,331,157.

    13F-HR 0001398344-25-002786 filed by EPG Wealth Management LLC
    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 10,354 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,516,634.

    13F-HR 0001398344-24-020571 filed by EPG Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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