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Evolution Wealth Advisors, LLC: GLD position timeline

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

Evolution Wealth Advisors, LLC held 71,878 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,878 shares
    Change vs previous 13F +1,592 shares

    3.1% of the 13F portfolio, value $26,478,418.

    13F-HR 0001763121-26-000008 filed by Evolution Wealth Advisors, 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 70,286 shares
    Change vs previous 13F +8,959 shares

    3.08% of the 13F portfolio, value $30,243,363.

    13F-HR 0001763121-26-000004 filed by Evolution Wealth Advisors, 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 61,327 shares
    Change vs previous 13F +718 shares

    2.45% of the 13F portfolio, value $24,304,503.

    13F-HR 0001763121-26-000001 filed by Evolution Wealth Advisors, 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 60,609 shares
    Change vs previous 13F +2,031 shares

    2.89% of the 13F portfolio, value $21,544,681.

    13F-HR 0001763121-25-000009 filed by Evolution Wealth Advisors, 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 58,578 shares
    Change vs previous 13F -9,024 shares

    2.61% of the 13F portfolio, value $17,856,332.

    13F-HR 0001763121-25-000005 filed by Evolution Wealth Advisors, 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 67,602 shares
    Change vs previous 13F +10,062 shares

    3.25% of the 13F portfolio, value $19,478,840.

    13F-HR 0001763121-25-000004 filed by Evolution Wealth Advisors, 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 57,540 shares
    Change vs previous 13F -10,307 shares

    2.33% of the 13F portfolio, value $13,931,944.

    13F-HR 0001763121-25-000001 filed by Evolution Wealth Advisors, 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 67,847 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $16,491,267.

    13F-HR 0001763121-24-000006 filed by Evolution Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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