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Disclosery

POTENTIA WEALTH: GLD position timeline

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

POTENTIA WEALTH held 2,077 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,077 shares
    Change vs previous 13F +35 shares

    0.31% of the 13F portfolio, value $765,126.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 2,042 shares
    Change vs previous 13F +10 shares

    0.34% of the 13F portfolio, value $878,652.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 2,032 shares
    Change vs previous 13F -14 shares

    0.3% of the 13F portfolio, value $805,302.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 2,046 shares
    Change vs previous 13F -22 shares

    0.28% of the 13F portfolio, value $727,292.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 2,068 shares
    Change vs previous 13F +16 shares

    0.36% of the 13F portfolio, value $630,389.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 2,052 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $591,264.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 2,052 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $496,852.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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