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Disclosery

Financial Advocates Investment Management: GLD position timeline

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

Financial Advocates Investment Management held 21,837 GLD shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 21,837 shares
    Change vs previous 13F -29,821 shares

    4.36% of the 13F portfolio, value $7,762,231.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 51,658 shares
    Change vs previous 13F -16,123 shares

    1.29% of the 13F portfolio, value $15,746,770.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 67,781 shares
    Change vs previous 13F +5,427 shares

    1.37% of the 13F portfolio, value $19,530,283.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 62,354 shares
    Change vs previous 13F -369 shares

    0.86% of the 13F portfolio, value $15,097,660.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 62,723 shares
    Change vs previous 13F +1,823 shares

    0.86% of the 13F portfolio, value $15,245,337.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 60,900 shares
    Change vs previous 13F +779 shares

    0.81% of the 13F portfolio, value $13,093,994.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 60,121 shares
    Change vs previous 13F -720 shares

    0.72% of the 13F portfolio, value $12,367,978.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 60,841 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $11,630,887.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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