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Merkkuri Wealth Advisors LLC: GLDM position timeline

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

Merkkuri Wealth Advisors LLC held 20,162 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,162 shares
    Change vs previous 13F +2,363 shares

    0.99% of the 13F portfolio, value $1,601,242.

    13F-HR 0002040317-26-000003 filed by Merkkuri Wealth Advisors 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 17,799 shares
    Change vs previous 13F -6,233 shares

    1.09% of the 13F portfolio, value $1,649,744.

    13F-HR 0002040317-26-000002 filed by Merkkuri Wealth Advisors 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 24,032 shares
    Change vs previous 13F +803 shares

    1.4% of the 13F portfolio, value $2,051,612.

    13F-HR 0002040317-26-000001 filed by Merkkuri Wealth Advisors 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 23,229 shares
    Change vs previous 13F +4,743 shares

    1.29% of the 13F portfolio, value $1,775,857.

    13F-HR 0002040317-25-000006 filed by Merkkuri Wealth Advisors 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 18,486 shares
    Change vs previous 13F -2,559 shares

    0.92% of the 13F portfolio, value $1,211,203.

    13F-HR 0001944877-25-000012 filed by Merkkuri Wealth Advisors 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 21,045 shares
    Change vs previous 13F +2,038 shares

    1.12% of the 13F portfolio, value $1,302,475.

    13F-HR 0002040317-25-000002 filed by Merkkuri Wealth Advisors 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 19,007 shares
    Change vs previous 13F +2,975 shares

    0.78% of the 13F portfolio, value $988,174.

    13F-HR 0002040317-25-000001 filed by Merkkuri Wealth Advisors 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 16,032 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $835,748.

    13F-HR 0002040317-24-000002 filed by Merkkuri Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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