Opal Wealth Advisors, LLC: GLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opal Wealth Advisors, LLC on GLD, newest first. How the timeline and the estimate are built.
Opal Wealth Advisors, LLC held 667 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 667 sharesChange vs previous 13F +5 shares
0.05% of the 13F portfolio, value $245,710.
13F-HR 0001844201-26-000004 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 662 sharesChange vs previous 13F -6 shares
0.06% of the 13F portfolio, value $284,852.
13F-HR 0001844201-26-000003 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 668 sharesChange vs previous 13F -193 shares
0.07% of the 13F portfolio, value $264,736.
13F-HR 0001844201-26-000002 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 861 sharesChange vs previous 13F -918 shares
0.09% of the 13F portfolio, value $306,060.
13F-HR 0001844201-25-000006 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,779 sharesChange vs previous 13F +1,346 shares
0.15% of the 13F portfolio, value $542,293.
13F-HR 0001844201-25-000004 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 433 sharesChange vs previous 13F +433 shares
0.04% of the 13F portfolio, value $124,765.
13F-HR 0001847820-25-000005 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001844201-24-000007 filed by Opal Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.