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Disclosery

Peak Planning Group, LLC: GLD position timeline

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

Peak Planning Group, LLC held 7,438 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,438 shares
    Change vs previous 13F -237 shares

    0.62% of the 13F portfolio, value $2,740,011.

    13F-HR 0001951757-26-001241 filed by Peak Planning 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 7,675 shares
    Change vs previous 13F -55 shares

    0.92% of the 13F portfolio, value $3,302,476.

    13F-HR 0001951757-26-000701 filed by Peak Planning 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 7,730 shares
    Change vs previous 13F +1,151 shares

    0.86% of the 13F portfolio, value $3,063,477.

    13F-HR 0001951757-26-000428 filed by Peak Planning 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 6,579 shares
    Change vs previous 13F +19 shares

    1.22% of the 13F portfolio, value $2,338,637.

    13F-HR 0001951757-26-000905 filed by Peak Planning 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 6,560 shares
    Change vs previous 13F -1,393 shares

    1.28% of the 13F portfolio, value $1,999,685.

    13F-HR 0001951757-26-000923 filed by Peak Planning 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 7,953 shares
    Change vs previous 13F -227 shares

    0.96% of the 13F portfolio, value $2,291,577.

    13F-HR 0001951757-26-000925 filed by Peak Planning 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 8,180 shares
    Change vs previous 13F -110 shares

    0.83% of the 13F portfolio, value $1,980,623.

    13F-HR 0001951757-26-000904 filed by Peak Planning 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 8,290 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,014,967.

    13F-HR 0001951757-26-000926 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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