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Disclosery

KWB Wealth: GLDM position timeline

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

KWB Wealth held 58,748 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,748 shares
    Change vs previous 13F -66,411 shares

    0.4% of the 13F portfolio, value $4,665,776.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 125,159 shares
    Change vs previous 13F -2,068 shares

    1.06% of the 13F portfolio, value $10,684,852.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 127,227 shares
    Change vs previous 13F +43,349 shares

    1.03% of the 13F portfolio, value $10,861,397.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 83,878 shares
    Change vs previous 13F +6,261 shares

    0.61% of the 13F portfolio, value $5,495,708.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 77,617 shares
    Change vs previous 13F +36,795 shares

    0.58% of the 13F portfolio, value $4,803,737.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 40,822 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,122,336.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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