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Disclosery

IEQ CAPITAL, LLC: GLD position timeline

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

IEQ CAPITAL, LLC held 122,053 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 122,053 shares
    Change vs previous 13F -15,147 shares

    0.21% of the 13F portfolio, value $44,961,531.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 137,200 shares
    Change vs previous 13F +15,634 shares

    0.27% of the 13F portfolio, value $59,035,372.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 121,566 shares
    Change vs previous 13F +3,184 shares

    0.14% of the 13F portfolio, value $48,177,775.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 118,382 shares
    Change vs previous 13F +12,353 shares

    0.13% of the 13F portfolio, value $42,081,207.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 106,029 shares
    Change vs previous 13F -10,989 shares

    0.2% of the 13F portfolio, value $32,320,821.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 117,018 shares
    Change vs previous 13F +80,165 shares

    0.27% of the 13F portfolio, value $33,717,537.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 36,853 shares
    Change vs previous 13F +2,480 shares

    0.09% of the 13F portfolio, value $8,923,269.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 34,373 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,354,689.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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