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Disclosery

Gladstone Institutional Advisory LLC: GLD position timeline

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

Gladstone Institutional Advisory LLC held 42,933 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,933 shares
    Change vs previous 13F +163 shares

    0.5% of the 13F portfolio, value $15,815,659.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 42,770 shares
    Change vs previous 13F -2,951 shares

    0.68% of the 13F portfolio, value $18,403,503.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 45,721 shares
    Change vs previous 13F +4,172 shares

    0.68% of the 13F portfolio, value $18,119,690.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 41,549 shares
    Change vs previous 13F +1,898 shares

    0.57% of the 13F portfolio, value $14,769,423.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 39,651 shares
    Change vs previous 13F -1,353 shares

    0.5% of the 13F portfolio, value $12,086,814.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory 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 41,004 shares
    Change vs previous 13F +4,620 shares

    0.55% of the 13F portfolio, value $11,814,893.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory 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 36,384 shares
    Change vs previous 13F +5,185 shares

    0.41% of the 13F portfolio, value $8,809,658.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory 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 31,199 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $7,583,229.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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