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Disclosery

Plan Group Financial, LLC: GLD position timeline

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

Plan Group Financial, LLC held 7,098 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,098 shares
    Change vs previous 13F -5,960 shares

    0.54% of the 13F portfolio, value $2,614,761.

    13F-HR 0001940033-26-000006 filed by Plan Group 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 13,058 shares
    Change vs previous 13F -4,066 shares

    1.32% of the 13F portfolio, value $5,618,727.

    13F-HR 0001940033-26-000004 filed by Plan Group 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 17,124 shares
    Change vs previous 13F +2,741 shares

    1.76% of the 13F portfolio, value $6,786,412.

    13F-HR 0001940033-26-000001 filed by Plan Group 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 14,383 shares
    Change vs previous 13F +2,792 shares

    1.37% of the 13F portfolio, value $5,112,725.

    13F-HR 0001940033-25-000007 filed by Plan Group 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 11,591 shares
    Change vs previous 13F -4,568 shares

    1.16% of the 13F portfolio, value $3,533,285.

    13F-HR 0001940033-25-000005 filed by Plan Group 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 16,159 shares
    Change vs previous 13F +10,364 shares

    1.66% of the 13F portfolio, value $4,656,146.

    13F-HR 0001940033-25-000003 filed by Plan Group 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 5,795 shares
    Change vs previous 13F +616 shares

    0.74% of the 13F portfolio, value $1,403,143.

    13F-HR 0001911391-25-000004 filed by Plan Group 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 5,179 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,258,808.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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