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Disclosery

Keystone Financial Group: GLD position timeline

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

Keystone Financial Group held 4,952 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,952 shares
    Change vs previous 13F -707 shares

    0.11% of the 13F portfolio, value $1,824,223.

    13F-HR 0001729299-26-000004 filed by Keystone Financial Group
    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 5,659 shares
    Change vs previous 13F +561 shares

    0.17% of the 13F portfolio, value $2,435,007.

    13F-HR 0001729299-26-000003 filed by Keystone Financial Group
    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 5,098 shares
    Change vs previous 13F +1,582 shares

    0.15% of the 13F portfolio, value $2,020,394.

    13F-HR 0001729299-26-000001 filed by Keystone Financial Group
    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/A 3,516 shares
    Change vs previous 13F +127 shares

    0.1% of the 13F portfolio, value $1,249,836.

    13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
    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 3,389 shares
    Change vs previous 13F +848 shares

    0.09% of the 13F portfolio, value $1,033,070.

    13F-HR 0001765380-25-000370 filed by Keystone Financial Group
    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 2,541 shares
    Change vs previous 13F +229 shares

    0.07% of the 13F portfolio, value $732,166.

    13F-HR 0001765380-25-000222 filed by Keystone Financial Group
    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 2,312 shares
    Change vs previous 13F +97 shares

    0.06% of the 13F portfolio, value $559,807.

    13F-HR 0001765380-25-000102 filed by Keystone Financial Group
    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/A 2,215 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $538,382.

    13F-HR/A 0001765380-25-000133 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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