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J.W. COLE ADVISORS, INC.: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on GLD, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 54,577 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,577 shares
    Change vs previous 13F -3,915 shares

    0.35% of the 13F portfolio, value $20,104,891.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
    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 58,492 shares
    Change vs previous 13F +2,292 shares

    0.85% of the 13F portfolio, value $25,168,511.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
    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 56,200 shares
    Change vs previous 13F +3,578 shares

    0.36% of the 13F portfolio, value $15,010,314.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
    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 52,622 shares
    Change vs previous 13F +3,762 shares

    0.36% of the 13F portfolio, value $18,705,375.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
    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 48,860 shares
    Change vs previous 13F +18,658 shares

    0.32% of the 13F portfolio, value $14,893,883.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
    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 30,202 shares
    Change vs previous 13F -1,573 shares

    0.27% of the 13F portfolio, value $8,702,457.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
    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 31,775 shares
    Change vs previous 13F +4,700 shares

    0.31% of the 13F portfolio, value $7,693,597.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
    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 27,075 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $6,580,830.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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