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Disclosery

Morton Capital Management LLC/CA: GLD position timeline

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

Morton Capital Management LLC/CA held 2,790 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,790 shares
    Change vs previous 13F -226 shares

    0.14% of the 13F portfolio, value $1,027,781.

    13F-HR 0002002628-26-000003 filed by Morton Capital Management LLC/CA
    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 3,016 shares
    Change vs previous 13F +444 shares

    0.19% of the 13F portfolio, value $1,297,755.

    13F-HR 0002002628-26-000002 filed by Morton Capital Management LLC/CA
    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 2,572 shares
    Change vs previous 13F +32 shares

    0.16% of the 13F portfolio, value $1,019,391.

    13F-HR 0002002628-26-000001 filed by Morton Capital Management LLC/CA
    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 2,540 shares
    Change vs previous 13F -2,081 shares

    0.15% of the 13F portfolio, value $902,968.

    13F-HR 0002002628-25-000002 filed by Morton Capital Management LLC/CA
    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 4,621 shares
    Change vs previous 13F -432 shares

    0.25% of the 13F portfolio, value $1,408,620.

    13F-HR 0001085146-25-004101 filed by Morton Capital Management LLC/CA
    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 5,053 shares
    Change vs previous 13F -766 shares

    0.28% of the 13F portfolio, value $1,455,972.

    13F-HR 0001085146-25-002174 filed by Morton Capital Management LLC/CA
    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 5,819 shares
    Change vs previous 13F +2,141 shares

    0.27% of the 13F portfolio, value $1,408,992.

    13F-HR 0001085146-25-000223 filed by Morton Capital Management LLC/CA
    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 3,678 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $893,975.

    13F-HR 0001085146-24-004712 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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