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Disclosery

HB Wealth Management, LLC: GLD position timeline

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

HB Wealth Management, LLC held 79,173 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,173 shares
    Change vs previous 13F +10,512 shares

    0.16% of the 13F portfolio, value $29,166,106.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 68,661 shares
    Change vs previous 13F +1,331 shares

    0.19% of the 13F portfolio, value $29,544,379.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 67,330 shares
    Change vs previous 13F +1,148 shares

    0.17% of the 13F portfolio, value $26,683,771.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 66,182 shares
    Change vs previous 13F +9,954 shares

    0.16% of the 13F portfolio, value $23,525,912.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 56,228 shares
    Change vs previous 13F -18,859 shares

    0.14% of the 13F portfolio, value $17,140,150.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 75,087 shares
    Change vs previous 13F +24,273 shares

    0.18% of the 13F portfolio, value $21,635,727.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 50,814 shares
    Change vs previous 13F +2,492 shares

    0.13% of the 13F portfolio, value $12,303,727.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 48,322 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,745,145.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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