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Disclosery

Helium Advisors LLC: GLD position timeline

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

Helium Advisors LLC held 6,997 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 6,997 shares
    Change vs previous 13F +30 shares

    2.14% of the 13F portfolio, value $2,577,587.

    13F-HR 0002056653-26-000004 filed by Helium Advisors 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 6,967 shares
    Change vs previous 13F +2,226 shares

    2.86% of the 13F portfolio, value $2,997,867.

    13F-HR 0002056653-26-000003 filed by Helium Advisors 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 4,741 shares
    Change vs previous 13F -2,388 shares

    1.9% of the 13F portfolio, value $1,878,940.

    13F-HR 0002056653-26-000001 filed by Helium Advisors 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 7,129 shares
    Change vs previous 13F -4,520 shares

    2.12% of the 13F portfolio, value $2,534,176.

    13F-HR 0002056653-25-000005 filed by Helium Advisors 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 11,649 shares
    Change vs previous 13F +708 shares

    2.25% of the 13F portfolio, value $3,550,991.

    13F-HR 0002056653-25-000002 filed by Helium Advisors 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 10,941 shares
    Change vs previous 13F +946 shares

    2.29% of the 13F portfolio, value $3,152,565.

    13F-HR 0001510940-25-000001 filed by Helium Advisors 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 9,995 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $2,420,110.

    13F-HR 0002056653-25-000001 filed by Helium Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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