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LYELL WEALTH MANAGEMENT, LP: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYELL WEALTH MANAGEMENT, LP on GLD, newest first. How the timeline and the estimate are built.

LYELL WEALTH MANAGEMENT, LP held 34,889 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,889 shares
    Change vs previous 13F -1,130 shares

    0.79% of the 13F portfolio, value $12,852,410.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    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 36,019 shares
    Change vs previous 13F -311 shares

    1.14% of the 13F portfolio, value $15,498,616.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    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 36,330 shares
    Change vs previous 13F -4,284 shares

    1.04% of the 13F portfolio, value $14,397,942.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    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 40,614 shares
    Change vs previous 13F +804 shares

    1.07% of the 13F portfolio, value $14,437,059.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    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 39,810 shares
    Change vs previous 13F -2,558 shares

    0.96% of the 13F portfolio, value $12,135,282.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    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 42,368 shares
    Change vs previous 13F +2,927 shares

    1.14% of the 13F portfolio, value $12,207,916.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    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 39,441 shares
    Change vs previous 13F +3,343 shares

    0.86% of the 13F portfolio, value $9,549,849.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    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 36,098 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $8,773,980.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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