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Disclosery

Integrated Wealth Concepts LLC: GLDM position timeline

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

Integrated Wealth Concepts LLC held 25,798 GLDM 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 25,798 shares
    Change vs previous 13F +11,966 shares

    0.01% of the 13F portfolio, value $2,048,905.

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

  2. period ended2026-03-31
    13F 13,832 shares
    Change vs previous 13F -2,020 shares

    0.01% of the 13F portfolio, value $1,282,102.

    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 15,852 shares
    Change vs previous 13F +1,513 shares

    0.02% of the 13F portfolio, value $1,353,298.

    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 14,339 shares
    Change vs previous 13F +3,099 shares

    0.01% of the 13F portfolio, value $1,096,192.

    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 11,240 shares
    Change vs previous 13F +6,112 shares

    0.01% of the 13F portfolio, value $736,422.

    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 5,128 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $317,349.

    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 5,037 shares
    Change vs previous 13F -273 shares

    <0.01% of the 13F portfolio, value $261,859.

    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 5,310 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $276,792.

    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).