GLOBALT Investments LLC / GA: GLD position timeline

GLOBALT Investments LLC / GA held 146,532 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 146,532 shares

   Change vs previous 13F -1,345 shares

   1.82% of the 13F portfolio, value $53,979,447.

   13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 147,877 shares

   Change vs previous 13F -62,753 shares

   2.27% of the 13F portfolio, value $63,629,981.

   13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 210,630 shares

   Change vs previous 13F -92,622 shares

   3.05% of the 13F portfolio, value $83,474,962.

   13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 303,252 shares

   Change vs previous 13F -4,939 shares

   3.94% of the 13F portfolio, value $107,797,156.

   13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 308,191 shares

   Change vs previous 13F -188,325 shares

   3.6% of the 13F portfolio, value $93,946,006.

   13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 496,516 shares

   Change vs previous 13F -107,855 shares

   5.85% of the 13F portfolio, value $143,066,256.

   13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 604,371 shares

   Change vs previous 13F -2,950 shares

   5.6% of the 13F portfolio, value $146,336,464.

   13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 607,321 shares

   Change vs previous 13F not available

   5.53% of the 13F portfolio, value $147,615,556.

   13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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