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Disclosery

Nvest Financial, LLC: GLD position timeline

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

Nvest Financial, LLC held 12,670 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,670 shares
    Change vs previous 13F +122 shares

    1.48% of the 13F portfolio, value $4,667,350.

    13F-HR 0001951757-26-001090 filed by Nvest Financial, 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 12,548 shares
    Change vs previous 13F -155 shares

    2.01% of the 13F portfolio, value $5,399,250.

    13F-HR 0001951757-26-000748 filed by Nvest Financial, 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 12,703 shares
    Change vs previous 13F +3,111 shares

    2.09% of the 13F portfolio, value $5,034,299.

    13F-HR 0001951757-26-000418 filed by Nvest Financial, 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 9,592 shares
    Change vs previous 13F -3,436 shares

    1.96% of the 13F portfolio, value $3,409,668.

    13F-HR 0001951757-25-001414 filed by Nvest Financial, 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 13,028 shares
    Change vs previous 13F -47,523 shares

    2.07% of the 13F portfolio, value $3,971,325.

    13F-HR 0001085146-25-004208 filed by Nvest Financial, 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 60,551 shares
    Change vs previous 13F +21,873 shares

    9.34% of the 13F portfolio, value $17,447,048.

    13F-HR 0001085146-25-002281 filed by Nvest Financial, 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 38,678 shares
    Change vs previous 13F -1,336 shares

    4.75% of the 13F portfolio, value $9,365,213.

    13F-HR 0001085146-25-000413 filed by Nvest Financial, 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 40,014 shares
    Change vs previous 13F not available

    5.55% of the 13F portfolio, value $9,725,912.

    13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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