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Disclosery

Portside Wealth Group, LLC: GLDM position timeline

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

Portside Wealth Group, LLC held 35,378 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,378 shares
    Change vs previous 13F +3,787 shares

    0.33% of the 13F portfolio, value $2,809,720.

    13F-HR 0002085853-26-000726 filed by Portside Wealth 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 31,591 shares
    Change vs previous 13F -14,893 shares

    0.4% of the 13F portfolio, value $2,928,170.

    13F-HR 0002085853-26-000585 filed by Portside Wealth 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 46,484 shares
    Change vs previous 13F -51,383 shares

    0.54% of the 13F portfolio, value $3,968,339.

    13F-HR 0002085853-26-000060 filed by Portside Wealth 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 97,867 shares
    Change vs previous 13F +24,397 shares

    1.04% of the 13F portfolio, value $7,481,932.

    13F-HR 0002085853-25-000232 filed by Portside Wealth 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 73,470 shares
    Change vs previous 13F +21,530 shares

    0.71% of the 13F portfolio, value $4,813,754.

    13F-HR 0001667731-25-001085 filed by Portside Wealth 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/A 51,940 shares
    Change vs previous 13F +3,444 shares

    0.52% of the 13F portfolio, value $3,214,566.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth 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/A 48,496 shares
    Change vs previous 13F -35,557 shares

    0.42% of the 13F portfolio, value $2,521,307.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth 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 84,053 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $4,381,683.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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