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Disclosery

Integrated Wealth Concepts LLC: GLD position timeline

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

Integrated Wealth Concepts LLC held 142,511 GLD shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 142,511 shares
    Change vs previous 13F +12,067 shares

    0.34% of the 13F portfolio, value $52,498,372.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 130,444 shares
    Change vs previous 13F +89,431 shares

    0.45% of the 13F portfolio, value $56,128,608.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 41,013 shares
    Change vs previous 13F -38,691 shares

    0.19% of the 13F portfolio, value $16,253,886.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 79,704 shares
    Change vs previous 13F +3,349 shares

    0.25% of the 13F portfolio, value $28,332,545.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 76,355 shares
    Change vs previous 13F -6,057 shares

    0.23% of the 13F portfolio, value $23,275,170.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 82,412 shares
    Change vs previous 13F -5,297 shares

    0.28% of the 13F portfolio, value $23,746,254.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 87,709 shares
    Change vs previous 13F -5,178 shares

    0.25% of the 13F portfolio, value $21,236,942.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 92,887 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $22,577,118.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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