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Independence Financial Advisors, LLC: GLD position timeline

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

Independence Financial Advisors, LLC held 36,897 GLD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,897 shares
    Change vs previous 13F +1,585 shares

    3.53% of the 13F portfolio, value $14,051,843.

    13F-HR 0002066080-26-000004 filed by Independence Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,312 shares
    Change vs previous 13F +6,569 shares

    3.37% of the 13F portfolio, value $13,008,235.

    13F-HR 0002066080-26-000003 filed by Independence Financial 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 ended2026-03-31
    13F 28,743 shares
    Change vs previous 13F +25,915 shares

    3.71% of the 13F portfolio, value $12,367,825.

    13F-HR 0002066080-26-000002 filed by Independence Financial 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 ended2025-12-31
    13F 2,828 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,120,765.

    13F-HR 0002066080-26-000001 filed by Independence Financial 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 ended2025-09-30
    13F 2,828 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,005,269.

    13F-HR 0002066080-25-000005 filed by Independence Financial 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 ended2025-06-30
    13F 2,828 shares
    Change vs previous 13F +123 shares

    0.34% of the 13F portfolio, value $862,059.

    13F-HR 0002066080-25-000004 filed by Independence Financial 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 ended2025-03-31
    13F 2,705 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $779,419.

    13F-HR 0002066080-25-000003 filed by Independence Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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