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Disclosery

Refined Wealth Management: GLD position timeline

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

Refined Wealth Management held 17,178 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,178 shares
    Change vs previous 13F +104 shares

    3.82% of the 13F portfolio, value $6,328,030.

    13F-HR 0001724729-26-000005 filed by Refined Wealth Management
    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 17,074 shares
    Change vs previous 13F +527 shares

    4.64% of the 13F portfolio, value $7,346,769.

    13F-HR 0001724729-26-000003 filed by Refined Wealth Management
    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 16,547 shares
    Change vs previous 13F +238 shares

    4.41% of the 13F portfolio, value $6,557,740.

    13F-HR 0001724729-26-000001 filed by Refined Wealth Management
    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 16,309 shares
    Change vs previous 13F -480 shares

    3.73% of the 13F portfolio, value $5,797,358.

    13F-HR 0001724729-25-000008 filed by Refined Wealth Management
    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 16,789 shares
    Change vs previous 13F +2 shares

    3.52% of the 13F portfolio, value $5,117,789.

    13F-HR 0001724729-25-000005 filed by Refined Wealth Management
    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 16,787 shares
    Change vs previous 13F -8,342 shares

    3.96% of the 13F portfolio, value $4,837,005.

    13F-HR 0001724729-25-000003 filed by Refined Wealth Management
    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 25,129 shares
    Change vs previous 13F +853 shares

    4.63% of the 13F portfolio, value $6,084,484.

    13F-HR 0001724729-25-000001 filed by Refined Wealth Management
    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 24,276 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $5,900,523.

    13F-HR 0001724729-24-000006 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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