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Net Worth Advisory Group: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on GLD, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 2,348 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,348 shares
    Change vs previous 13F -5,768 shares

    0.22% of the 13F portfolio, value $865,096.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 8,116 shares
    Change vs previous 13F -431 shares

    0.72% of the 13F portfolio, value $3,492,267.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 8,547 shares
    Change vs previous 13F +4,912 shares

    0.68% of the 13F portfolio, value $3,387,262.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 3,635 shares
    Change vs previous 13F -5,595 shares

    0.37% of the 13F portfolio, value $1,292,035.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 9,230 shares
    Change vs previous 13F +5,391 shares

    0.62% of the 13F portfolio, value $2,813,626.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 3,839 shares
    Change vs previous 13F +56 shares

    0.35% of the 13F portfolio, value $1,106,159.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 3,783 shares
    Change vs previous 13F -169 shares

    0.28% of the 13F portfolio, value $915,865.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 3,952 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $960,524.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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