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Measured Wealth Private Client Group, LLC: GLD position timeline

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

Measured Wealth Private Client Group, LLC held 49,217 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,217 shares
    Change vs previous 13F -11,215 shares

    4.38% of the 13F portfolio, value $18,130,437.

    13F-HR 0001720235-26-000006 filed by Measured Wealth Private Client Group, 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 60,432 shares
    Change vs previous 13F -4,710 shares

    7.1% of the 13F portfolio, value $26,003,144.

    13F-HR 0001720235-26-000004 filed by Measured Wealth Private Client Group, 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 65,142 shares
    Change vs previous 13F -448 shares

    6.83% of the 13F portfolio, value $25,816,296.

    13F-HR 0001720235-26-000002 filed by Measured Wealth Private Client Group, 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 65,590 shares
    Change vs previous 13F +1,266 shares

    6.28% of the 13F portfolio, value $23,315,160.

    13F-HR 0001720235-25-000010 filed by Measured Wealth Private Client Group, 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 64,324 shares
    Change vs previous 13F -1,916 shares

    5.87% of the 13F portfolio, value $19,607,785.

    13F-HR 0001720235-25-000005 filed by Measured Wealth Private Client Group, 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 66,240 shares
    Change vs previous 13F +1,566 shares

    6.13% of the 13F portfolio, value $19,086,299.

    13F-HR 0001172661-25-001650 filed by Measured Wealth Private Client Group, 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 64,674 shares
    Change vs previous 13F +3,356 shares

    5.06% of the 13F portfolio, value $15,659,436.

    13F-HR 0001172661-25-000371 filed by Measured Wealth Private Client Group, 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 61,318 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $14,903,873.

    13F-HR 0001172661-24-004369 filed by Measured Wealth Private Client Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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