Skip to content
Disclosery

Modera Wealth Management, LLC: GLD position timeline

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

Modera Wealth Management, LLC held 15,910 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,910 shares
    Change vs previous 13F -739 shares

    0.06% of the 13F portfolio, value $5,860,926.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, 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 16,649 shares
    Change vs previous 13F -709 shares

    0.09% of the 13F portfolio, value $7,163,899.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, 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 17,358 shares
    Change vs previous 13F -268 shares

    0.08% of the 13F portfolio, value $6,879,149.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, 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 17,626 shares
    Change vs previous 13F +223 shares

    0.07% of the 13F portfolio, value $6,265,515.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, 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 17,403 shares
    Change vs previous 13F -1,794 shares

    0.07% of the 13F portfolio, value $5,304,957.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, 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 19,197 shares
    Change vs previous 13F +1,229 shares

    0.07% of the 13F portfolio, value $5,531,424.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, 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 17,968 shares
    Change vs previous 13F +2,498 shares

    0.05% of the 13F portfolio, value $4,350,592.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, 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 15,470 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,760,139.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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