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Disclosery

Maia Wealth LLC: BGLD position timeline

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

Maia Wealth LLC held 273,341 BGLD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 273,341 shares
    Change vs previous 13F -1,223 shares

    0.66% of the 13F portfolio, value $4,452,725.

    13F-HR 0002010858-26-000005 filed by Maia Wealth 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 274,564 shares
    Change vs previous 13F +274,564 shares

    0.8% of the 13F portfolio, value $4,706,027.

    13F-HR 0002010858-26-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -355,219 shares

    13F-HR 0002010858-25-000006 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 355,219 shares
    Change vs previous 13F -28,063 shares

    1.45% of the 13F portfolio, value $7,626,019.

    13F-HR 0002010858-25-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 383,282 shares
    Change vs previous 13F -16,581 shares

    1.84% of the 13F portfolio, value $8,096,909.

    13F-HR 0002010858-25-000003 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 399,863 shares
    Change vs previous 13F +154,918 shares

    1.58% of the 13F portfolio, value $7,339,405.

    13F-HR 0002010858-25-000001 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 244,945 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $5,525,959.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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