GoalFusion Wealth Management, LLC: GLD position timeline

GoalFusion Wealth Management, LLC held 16,124 GLD shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 16,124 shares

   Change vs previous 13F -45 shares

   2.46% of the 13F portfolio, value $6,140,664.

   13F-HR 0001895678-26-000005 filed by GoalFusion Wealth Management, LLC
   Accepted 2026-10-06 14:42:03 UTC, ingested 2026-10-06 14:42:49 UTC

2. period ended2026-06-30

   13F 16,169 shares

   Change vs previous 13F +504 shares

   2.41% of the 13F portfolio, value $5,956,336.

   13F-HR 0001895678-26-000004 filed by GoalFusion Wealth Management, LLC
   Filed 2026-07-10 (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).

3. period ended2026-03-31

   13F 15,665 shares

   Change vs previous 13F +30 shares

   3.06% of the 13F portfolio, value $6,740,493.

   13F-HR 0001895678-26-000002 filed by GoalFusion Wealth Management, LLC
   Filed 2026-04-14 (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).

4. period ended2025-12-31

   13F 15,635 shares

   Change vs previous 13F -213 shares

   2.87% of the 13F portfolio, value $6,196,307.

   13F-HR 0001895678-26-000001 filed by GoalFusion Wealth Management, LLC
   Filed 2026-01-06 (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).

5. period ended2025-09-30

   13F 15,848 shares

   Change vs previous 13F +373 shares

   2.69% of the 13F portfolio, value $5,633,489.

   13F-HR 0001895678-25-000006 filed by GoalFusion Wealth Management, LLC
   Filed 2025-10-21 (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).

6. period ended2025-06-30

   13F 15,475 shares

   Change vs previous 13F +355 shares

   2.42% of the 13F portfolio, value $4,717,244.

   13F-HR 0001895678-25-000004 filed by GoalFusion Wealth Management, LLC
   Filed 2025-07-16 (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).

7. period ended2025-03-31

   13F 15,120 shares

   Change vs previous 13F -193 shares

   2.38% of the 13F portfolio, value $4,356,677.

   13F-HR 0001895678-25-000003 filed by GoalFusion Wealth Management, LLC
   Filed 2025-05-01 (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).

8. period ended2024-12-31

   13F 15,313 shares

   Change vs previous 13F not available

   2.02% of the 13F portfolio, value $3,707,737.

   13F-HR 0001895678-25-000001 filed by GoalFusion Wealth Management, LLC
   Filed 2025-01-15 (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).