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Patriot Financial Group Insurance Agency, LLC: GLD position timeline

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

Patriot Financial Group Insurance Agency, LLC held 2,255 GLD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,255 shares
    Change vs previous 13F -205 shares

    0.08% of the 13F portfolio, value $858,762.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,460 shares
    Change vs previous 13F -2,720 shares

    0.09% of the 13F portfolio, value $906,215.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,180 shares
    Change vs previous 13F +2,072 shares

    0.13% of the 13F portfolio, value $2,228,902.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,108 shares
    Change vs previous 13F +658 shares

    0.15% of the 13F portfolio, value $1,231,731.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,450 shares
    Change vs previous 13F -5 shares

    0.11% of the 13F portfolio, value $870,902.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,455 shares
    Change vs previous 13F -1,263 shares

    0.09% of the 13F portfolio, value $748,358.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,718 shares
    Change vs previous 13F -717 shares

    0.14% of the 13F portfolio, value $1,071,305.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,435 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,073,847.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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