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Disclosery

Joule Financial, LLC: GLD position timeline

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

Joule Financial, LLC held 964 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 964 shares
    Change vs previous 13F -28 shares

    0.1% of the 13F portfolio, value $355,118.

    13F-HR 0001172661-26-002634 filed by Joule Financial, 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 992 shares
    Change vs previous 13F -1,207 shares

    0.12% of the 13F portfolio, value $426,848.

    13F-HR 0001172661-26-001484 filed by Joule Financial, 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 2,199 shares
    Change vs previous 13F -204 shares

    0.26% of the 13F portfolio, value $871,486.

    13F-HR 0001172661-26-000225 filed by Joule Financial, 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 2,403 shares
    Change vs previous 13F -14,793 shares

    0.26% of the 13F portfolio, value $854,194.

    13F-HR 0001172661-25-004552 filed by Joule Financial, 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 17,196 shares
    Change vs previous 13F -5,241 shares

    1.7% of the 13F portfolio, value $5,241,857.

    13F-HR 0001172661-25-002679 filed by Joule Financial, 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 22,437 shares
    Change vs previous 13F -20,128 shares

    2.27% of the 13F portfolio, value $6,464,997.

    13F-HR 0001172661-25-001487 filed by Joule Financial, 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 42,565 shares
    Change vs previous 13F +1,481 shares

    3.64% of the 13F portfolio, value $10,306,263.

    13F-HR 0001172661-25-000201 filed by Joule Financial, 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 41,084 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $9,985,877.

    13F-HR 0001172661-24-004300 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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