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FIDUCIARY FINANCIAL GROUP, LLC: GLD position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 9,696 GLD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,696 shares
    Change vs previous 13F -65 shares

    0.43% of the 13F portfolio, value $3,692,625.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,761 shares
    Change vs previous 13F +397 shares

    0.41% of the 13F portfolio, value $3,595,757.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,364 shares
    Change vs previous 13F -1,323 shares

    0.53% of the 13F portfolio, value $4,029,236.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,687 shares
    Change vs previous 13F -887 shares

    0.6% of the 13F portfolio, value $4,235,365.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,574 shares
    Change vs previous 13F -80 shares

    0.65% of the 13F portfolio, value $4,114,210.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,654 shares
    Change vs previous 13F -157 shares

    0.65% of the 13F portfolio, value $3,584,188.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,811 shares
    Change vs previous 13F -818 shares

    0.75% of the 13F portfolio, value $3,452,946.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,629 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,134,644.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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