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Disclosery

Norris Financial Group, LLC: GLD position timeline

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

Norris Financial Group, LLC held 14,306 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,306 shares
    Change vs previous 13F -723 shares

    2.1% of the 13F portfolio, value $5,270,044.

    13F-HR 0002129318-26-000029 filed by Norris Financial 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 15,029 shares
    Change vs previous 13F -290 shares

    2.11% of the 13F portfolio, value $6,466,828.

    13F-HR 0002129318-26-000002 filed by Norris Financial 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 15,319 shares
    Change vs previous 13F -302 shares

    2.06% of the 13F portfolio, value $6,071,073.

    13F-HR 0002129318-26-000003 filed by Norris Financial 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 15,621 shares
    Change vs previous 13F -325 shares

    2.03% of the 13F portfolio, value $5,552,797.

    13F-HR 0002129318-26-000004 filed by Norris Financial 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 15,946 shares
    Change vs previous 13F -1,560 shares

    1.99% of the 13F portfolio, value $4,860,819.

    13F-HR 0002129318-26-000005 filed by Norris Financial 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 17,506 shares
    Change vs previous 13F -455 shares

    2.35% of the 13F portfolio, value $5,044,179.

    13F-HR 0002129318-26-000006 filed by Norris Financial 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 17,961 shares
    Change vs previous 13F -1,172 shares

    2.04% of the 13F portfolio, value $4,348,897.

    13F-HR 0002129318-26-000007 filed by Norris Financial 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 19,133 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $4,650,467.

    13F-HR 0002129318-26-000008 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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